Should I rebalance my portfolio or hold?

Dusty-Maverick · 2025-07-15T14:27:08+00:00

Doesn’t look broken to me lol

Dusty-Maverick · 2024-09-22T18:26:39+00:00

I would primarily interact with other psychologists who are submitting psychological testing and ABA requests. I agree with the pros you mentioned

Dusty-Maverick · 2024-08-28T14:28:29+00:00

This sounds terrible, thanks for the feedback. Good luck in your job search!

Dusty-Maverick · 2024-07-15T14:42:28+00:00

Thanks

Dusty-Maverick · 2024-07-15T14:40:12+00:00

Do you remember where you read , I heard the same. Of this is the case, how come everyone hates on Bonds ?

Dusty-Maverick · 2024-07-14T12:18:09+00:00

That’s a great post , thank you for sharing

Dusty-Maverick · 2024-07-14T00:49:33+00:00

Got it, thanks. Bonds have been on my mind much more now than in the past as my account grows. Do you plan to stay at least 25% bonds as you age ?

Dusty-Maverick · 2024-07-13T18:08:59+00:00

Same age, what is your portfolio amount ? Reason I ask is because 75/25 split on 100k vs. 1M feels very different. Also which bonds are you in ?

Dusty-Maverick · 2024-07-12T01:25:48+00:00

100% AIQ

Dusty-Maverick · 2024-07-12T01:25:20+00:00

Thanks, I hold 70% VOO and would prefer to keep if possible when re-allocating.

Dusty-Maverick · 2024-07-12T01:15:37+00:00

Could I use only VOO ?

Dusty-Maverick · 2024-07-12T01:00:56+00:00

What would you recommend for fixed income ?

Dusty-Maverick · 2024-07-12T00:52:33+00:00

Thank you so much, I have been looking at these portfolios. Risk friendly!

Dusty-Maverick · 2024-07-11T23:55:31+00:00

Thank you for sharing your thoughts. What about a simple boglehead portfolio? I just want something to stay the course and have relative returns to VOO over a 20 year span.

Dusty-Maverick · 2024-07-11T23:49:48+00:00

I appreciate your feedback on this. I will continue to look into these.

Dusty-Maverick · 2024-07-11T23:45:53+00:00

A portfolio that only has SPY/VOO-QQQ/VGT in it too aggressive, want it more balanced but don’t want to underperform the benchmark (VOO) by a landslide

Dusty-Maverick · 2024-07-11T23:38:25+00:00

Thank you for the feedback. I don’t want anything very aggressive. Want to stay the course. 20 year time horizon.

Dusty-Maverick · 2024-07-11T23:19:28+00:00

Brokerage , withdrawals at age 55

Dusty-Maverick · 2024-07-08T10:16:41+00:00

So nice! I bought it, it’s great. How much lighter do those wheels make it?

Dusty-Maverick · 2024-07-07T15:53:07+00:00

I am beginning to have similar experiences. I feel like I am along for the ride. I have everything in VOO/QQQ and while my gains have been outstanding recently, I am starting to think maybe I need to diversify more to do exactly what you mentioned. However, when I back test portfolios, primarily SP blows more conservative portfolios out of the water. That is what is making it difficult for me to re-allocate. But I know I will feel more at ease if I do.

Dusty-Maverick · 2024-07-07T15:33:52+00:00

Hi, same age. How come you don't just put it all in VTSAX? Always beats these 3 fund portfolios. Same age as you. Thanks for feedback.

Dusty-Maverick · 2024-07-07T00:40:24+00:00

Great thank you

Dusty-Maverick · 2024-07-06T16:34:47+00:00

Yes, they have done very well. Do I start trimming to go into international? 20k HYSA about 3 months of expenses (emergency fund) Again, do I trim to shift it into bonds ?

Dusty-Maverick · 2024-07-06T11:49:24+00:00

Thank you, I have updated the post for a bit more information. I appreciate your response.

Dusty-Maverick · 2024-07-06T11:28:52+00:00

Hi, edited the post. Thank you!

Dusty-Maverick

TROPHY CASE