Search found 7 matches

by Basel Hodge
Sun Nov 17, 2019 8:45 pm
Forum: Personal Investments
Topic: [Help with my three-fund portfolio]
Replies: 15
Views: 1594

Re: [Help with my three-fund portfolio]

Bump. To clarify. I understand what stock intersection is, basically overlap between segments of your portfolio. What I need some help with is how to evaluate the results of stock intersection as exposed using Morningstar X-ray tool. How does one determine 'over exposure' in a particular sector or w...
by Basel Hodge
Fri Nov 15, 2019 12:18 pm
Forum: Personal Investments
Topic: [Help with my three-fund portfolio]
Replies: 15
Views: 1594

Re: [Help with my three-fund portfolio]

I really appreciate the input I've received thus far. I wonder if I can get some thoughts relative to questions 3 and 4, especially as it relates to possible "stock intersection". • When does intersection become a concern such that selling the common stock and reallocating it to one of the three Ind...
by Basel Hodge
Tue Nov 12, 2019 11:44 am
Forum: Personal Investments
Topic: [Help with my three-fund portfolio]
Replies: 15
Views: 1594

Re: [Help with my three-fund portfolio]

I include cash in my allocation. An AA of 60/40 is reasonable. I am following the three fund portfolio and I do not have individual stocks. You selected good stocks, but they are also in the index as well. Congratulations on your retirement. Thank you Wiggums. The thought feels a bit scary really. ...
by Basel Hodge
Mon Nov 11, 2019 6:46 pm
Forum: Personal Investments
Topic: [Help with my three-fund portfolio]
Replies: 15
Views: 1594

Re: [Help with my three-fund portfolio]

*HERE Thank you to Taylor for his concise and direct responses to my question above. I did some digging around on the forums regarding the question of including cash in ones asset allocation. I’ve read this Do you include cash in your assets and this Asset Allocation-Cash Positions and it seems the...
by Basel Hodge
Tue Nov 05, 2019 2:26 pm
Forum: Personal Investments
Topic: [Help with my three-fund portfolio]
Replies: 15
Views: 1594

[Help with my three-fund portfolio]

Prologue: This question could easily be in a different area, but since I am using a three fund approach (actually four with tot'l Int'l Bond Index) I feel more comfortable asking my question here. I'm trying to evaluate and adjust my asset allocation. I use Portfolio Watch to assess this. I know the...
by Basel Hodge
Mon May 06, 2019 9:37 am
Forum: Personal Investments
Topic: [Help with my three-fund portfolio]
Replies: 15
Views: 1594

Re: The Three-Fund Portfolio

Thank you Taylor & Dialectical Investor for your thoughtful responses to my post. I’ve read the linked material and I think I understand the underlying rationale. It does prompt some follow up questions. First I think some additional information might be in order… ====== I do have a pension which is...
by Basel Hodge
Sat May 04, 2019 8:52 pm
Forum: Personal Investments
Topic: [Help with my three-fund portfolio]
Replies: 15
Views: 1594

[Help with my three-fund portfolio]

[Moved into a new thread from: The Three-Fund Portfolio --admin LadyGeek] Edit added 11/12/19 - About 9 posts down I added a more comprehensive view of my overall portfolio with broad questions related to it and changes I might consider as I move into retirement. Thanks ---Basel (I marked it with a...