This past week, I sold my bond holdings and spread the proceeds between our US equities and international equities allocation. It was a combination of selling our positions in VTIP, BND and VBIPX, and then gifting appreciated shares of VTEB. Why? Previously, my fixed income target was 15%. Recently, I realized that I wasn’t considering… Continue reading Bond-like Assets
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?
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