Portfolio Check · by Avery Johnson · 2026-09-18
58, aiming to stop full-time work in about 7 years. sanity check?
Age 58. Goal is part-time consulting at 65, not full beach retirement. Horizon for this money is still long because my family tends to live forever. Risk tolerance: medium. Big losses would mess with my sleep.
Portfolio:
- 45% world equity ETF
- 20% dividend/value stocks ETF
- 25% intermediate bond fund
- 10% cash
Rough amount is just under 840k. I keep wondering if 25% bonds is too little, then I read someone saying bonds are dead and I ignore my own common sense.
Portfolio:
- 45% world equity ETF
- 20% dividend/value stocks ETF
- 25% intermediate bond fund
- 10% cash
Rough amount is just under 840k. I keep wondering if 25% bonds is too little, then I read someone saying bonds are dead and I ignore my own common sense.
9 sparks · 5 comments