What is the size in dollars of your portfolio?
How much money/year do you expect to spend in retirement?
When do you want to retire?
Those are critical pieces of information to share if you want to receive appropriate feedback on your asset allocation.
I agree with the other responders that you are gambling with sector bets hoping to juice returns rather than following a diversified investment strategy.
How much money/year do you expect to spend in retirement?
When do you want to retire?
Those are critical pieces of information to share if you want to receive appropriate feedback on your asset allocation.
Very likely not. These policies are terrible investment choices because of the high fees.1. Should I keep the whole life policies, earning 4.5%/yr, or dump them.
No.2. Is VFIAX too conservative right now? With tech stocks/AI... better to move that into something like QQQ or VGT?
I agree with the other responders that you are gambling with sector bets hoping to juice returns rather than following a diversified investment strategy.
Statistics: Posted by dogagility — Sun Nov 10, 2024 5:15 am — Replies 3 — Views 575