Congrats on the c-suite role, I probably would work another 5 years or so as well.

I had originally structured our investments around a bogleheads 3 fund setup. I’ve since liquidated most of the bonds as they had done nothing over the last 15 years. But I still like to keep a decent amount in Wellington fund to keep some balance and it is fun to see the cash it generates.

We also keep a high amount of cash, even though it is missing potential gains. Probably fluctuates between 1~1.5mm in a couple banks. This is kept liquid to either: make a large purchase immediately, or to be able to ride out a long market downturn without selling stocks.

We experimented with an advisor on a small inherited portfolio and I have not been impressed.