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Personal Investments • If You Have Most of Your Wealth In The Stock Market How Are You Diversifying Beyond It?

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Our AA is presently 63% equities (80% US, 20% Intl.) 37% bonds (Treasury bond funds, I-bonds).

Although we have an annuity, the sub-accounts are US stocks and a small amount of Total Bond Index. So, this particular holding offers little to no diversification beyond the US stock market.

DW and I are both receiving SS benefits covering 40%-50% of our monthly expenses.

I have gold and silver collectible coins and bullion silver.

Mortgage-free home, no other debt.

Truth be told, not very diversified at all.

Broken Man 1999

Statistics: Posted by Broken Man 1999 — Thu May 09, 2024 8:50 am — Replies 73 — Views 8340



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