What’s in my portfolio?

March 5, 2021February 21, 2021 David4 Comments

Last October, I shared my target allocations in my tax loss harvesting update. In this post, I thought I’d provide some financial voyeuristic fodder and share what my current allocations, as well as what investments I have in my portfolio. Tax-Advantaged and Taxable Allocations I break out my allocations between my tax-advantaged accounts (workplace 401(k),… Continue reading What’s in my portfolio?

Asset Allocation · Investing

Level Up Your Asset Allocation

July 24, 2020February 7, 2021 David5 Comments

One challenge that first time investors face is where to invest. The options are nearly infinite, with the financial industry creating new products every day. The myriad of choices are overwhelming. I propose the following four levels of investing. A beginning investor could start at the first level and as their education and stomach for… Continue reading Level Up Your Asset Allocation

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Category: Asset Allocation

What’s in my portfolio?

Level Up Your Asset Allocation