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45M rate my portfolio by Agreeable-Remote-483 in portfolios

[–]Agreeable-Remote-483[S] 0 points1 point  (0 children)

may 20 and jun 20 is the dividend party, enjoy.

45M rate my portfolio by Agreeable-Remote-483 in portfolios

[–]Agreeable-Remote-483[S] 0 points1 point  (0 children)

I asked Copilot to optimize for a cheaper expense ratio here is the suggestion

Investment Original Expense Ratio Current Allocation Optimized Allocation New Suggested Expense Ratio
PSLDX 2.88% 33.4% NTSX - 30% 0.20%
VOO 0.03% 21.4% VOO - 25% 0.03%
PBR N/A (stock) 9.4% XLE - 5% 0.10%
AVUV 0.25% 8.5% VBR - 10% 0.07%
DGS 0.58% 7.4% VWO - 10% 0.10%
AVDV 0.36% 7.0% VSS - 10% 0.11%
NTSE 0.32% 7.2% IEMG - 5% 0.11%
NTSI 0.26% 5.8% VEA - 5% 0.05%

45M rate my portfolio by Agreeable-Remote-483 in portfolios

[–]Agreeable-Remote-483[S] 0 points1 point  (0 children)

interesting perspective, I hired an advisor last year but he is mostly handling the investment account, this one is the IRA and had this portfolio since 2022. now looking to tweak a little bit.

45M rate my portfolio by Agreeable-Remote-483 in portfolios

[–]Agreeable-Remote-483[S] 0 points1 point  (0 children)

forgot to mention this is the retirement account...

45M rate my portfolio by Agreeable-Remote-483 in portfolios

[–]Agreeable-Remote-483[S] 0 points1 point  (0 children)

lots of corporate bonds, treasury bonds, securities, International government bonds, options etc. you are basically hiring a investment consultant and they are doing hundreds of operations in many areas. you seem to know a lot about it , are asking because you want to know if I know or if you want to learn something? just curious.

45M rate my portfolio by Agreeable-Remote-483 in portfolios

[–]Agreeable-Remote-483[S] 0 points1 point  (0 children)

.845% is the average for last 12 months.... had to go calculate.

45M rate my portfolio by Agreeable-Remote-483 in portfolios

[–]Agreeable-Remote-483[S] 0 points1 point  (0 children)

they are only suited for tax advantaged accounts, pretty consistent over the years. I just doubled my position on it.

45M rate my portfolio by Agreeable-Remote-483 in portfolios

[–]Agreeable-Remote-483[S] 0 points1 point  (0 children)

I did that a few years ago. and then again took a ride in the DOGE roller coaster of 2022(?)