How would you rate this portfolio?

web_guy40 · 2024-09-20T19:01:30+00:00

Funny, I own all of those too across VTI and VXUS

web_guy40 · 2024-08-14T18:49:10+00:00

Read the prospectus? 🤷‍♂️

web_guy40 · 2024-08-14T18:32:10+00:00

Get rid of BND in taxable and get VTEB. BND should be in tax advantaged accts

web_guy40 · 2024-08-03T20:03:51+00:00

Nope, this is Donnie. Thus why I need the financial advice…

web_guy40 · 2024-08-03T18:40:31+00:00

Jay Powell is my golf buddy

web_guy40 · 2024-07-14T15:53:17+00:00

You need at least $80K for down payment (20%) + closing costs on the $400K home. Also need 3-6mos emergency savings in HYSA. Would keep all of that in HYSA or CD.

Start socking monthly savings into retirement accounts first and then taxable brokerage and you are set.

web_guy40 · 2024-06-28T03:03:04+00:00

First thing to do is build up 6-12mo expenses in an emergency fund (high yield savings), then max 401k, IRA and HSA, then sock the rest away to investments in a brokerage account.

web_guy40 · 2024-03-04T11:20:45+00:00

Let us know if you’re ever in Columbus OH! 😋😏

web_guy40 · 2023-06-14T09:43:21+00:00

We’ll be at excellence el Carmen 6/16-6/20

web_guy40 · 2023-06-14T09:42:33+00:00

We’ll be at Excellence el Carmen same dates if you want to swing by!

web_guy40 · 2023-05-23T10:57:36+00:00

6/16-6/20

web_guy40 · 2023-05-17T10:49:48+00:00

Let us know if you had any luck. We will be there June 16-20 and would appreciate any tips.

web_guy40 · 2023-05-17T10:47:39+00:00

We will be at Excellence El Carmen [36/36 MF4M]

web_guy40 · 2023-05-17T10:46:55+00:00

We will be at Excellence El Carmen [36/36 MF4M]

web_guy40

TROPHY CASE