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I reallocated my investment portfolio, sold out of my 100% equity position and I'm not happy about it. Part two of a two-part series, you'll learn why and how I'm making peace with it. Ensuring that your investment portfolio can fund your lifestyle for the duration of your lifespan is essential to success in FIRE. One of the most impactful elements of that is how your portfolio is constructed, or your asset allocation. In this episode, Eric discusses his desire to reduce the risk of his portfolio with Jason, and ensure he + Laura are set up for success. Topics discussed include the role of bonds + fixed income, the types of investment risk, seeking feedback from internet forums, and tax considerations. Join us for the second episode of this two-part series on Eric's reallocation experience.
**Show notes: https://twosidesoffi.com/eric-reallocation2
By Jason and Eric4.9
434434 ratings
I reallocated my investment portfolio, sold out of my 100% equity position and I'm not happy about it. Part two of a two-part series, you'll learn why and how I'm making peace with it. Ensuring that your investment portfolio can fund your lifestyle for the duration of your lifespan is essential to success in FIRE. One of the most impactful elements of that is how your portfolio is constructed, or your asset allocation. In this episode, Eric discusses his desire to reduce the risk of his portfolio with Jason, and ensure he + Laura are set up for success. Topics discussed include the role of bonds + fixed income, the types of investment risk, seeking feedback from internet forums, and tax considerations. Join us for the second episode of this two-part series on Eric's reallocation experience.
**Show notes: https://twosidesoffi.com/eric-reallocation2

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