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Investing - Theory, News & General • Do you diversify beyond stocks and bonds?

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15% of our portfolio is gold, both in bullion and ETFs. 35% in stocks and 50% in high-quality US Treasury debt (Bills, Notes, I-Bonds & TIPS). Though not an investment per se, I consider our paid off home as sort of a fourth leg of the financial chair. A successfully launched debt-free daughter is an asset (a non-liability?) for us, and no family members on either side are likely to come begging. SS "annuity" starts in 2028 at ages 70 & 62.

So, basically, stocks, bonds, commodities, a future inflation-indexed annuity and no debt.
I got a good chuckle out of the "non-liability?" part. It's a great accomplishment that I think most parents can identify with, or at least hope for. Good one. :)

Statistics: Posted by JustPete — Sun Jun 16, 2024 2:39 am — Replies 26 — Views 1561



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