Your Current Holdings & Asset Allocation

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investor2019
Posts: 3
Joined: Fri Jun 07, 2019 11:54 pm

Your Current Holdings & Asset Allocation

Post by investor2019 » Mon Jun 10, 2019 5:39 pm

What are your current holdings and asset allocation? (include age/risk tolerance)

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David Jay
Posts: 6549
Joined: Mon Mar 30, 2015 5:54 am
Location: Michigan

Re: Your Current Holdings & Asset Allocation

Post by David Jay » Mon Jun 10, 2019 10:06 pm

Here is an old poll (Polls are no longer supported on this site) that gives Asset Allocation - phrased as “age in bonds”: viewtopic.php?f=10&t=101010&p=1462408
Prediction is very difficult, especially about the future - Niels Bohr | To get the "risk premium", you really do have to take the risk - nisiprius

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CyclingDuo
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Joined: Fri Jan 06, 2017 9:07 am

Re: Your Current Holdings & Asset Allocation

Post by CyclingDuo » Tue Jun 11, 2019 7:55 am

investor2019 wrote:
Mon Jun 10, 2019 5:39 pm
What are your current holdings and asset allocation? (include age/risk tolerance)
Answering your question isn't going to yield anything worthwhile for your own specific needs as there are too many variables involved to determine one's AA. Job stability, diversity of income, age, need, goals, pension vs. no pension, SS vs. no SS, rental income vs. no rental income, debt vs. no debt, health, portfolio value, rate of savings, kids to put through college vs. no kids to put through college (full nest vs. empty nest), etc...

Go here to see examples of asset allocations:

https://personal.vanguard.com/us/insigh ... llocations

You can help determine your AA based on this questionnaire as a starting point.

https://personal.vanguard.com/us/FundsInvQuestionnaire
"Everywhere is within walking distance if you have the time." ~ Steven Wright

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Sandtrap
Posts: 6783
Joined: Sat Nov 26, 2016 6:32 pm
Location: Hawaii😀 Northern AZ.😳 Retired.

Re: Your Current Holdings & Asset Allocation

Post by Sandtrap » Tue Jun 11, 2019 8:39 am

Comprehensive and actionable suggestions "taylored" to your specific financial status can be had by posting for a portfolio review in this format;
Asking Portfolio Questions
https://www.bogleheads.org/forum/viewt ... =1&t=6212

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