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Fix My Portfolio: Too Many Holdings, No Real Diversification
This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions.
Today's portfolio comes from Cecilia
-
Age = 60
-
Time to retirement = just retired last month
-
Allocation to stocks (54%), bonds (32%), cash (14%)
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By Ashley Micciche
4.9
5252 ratings
This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions.
Today's portfolio comes from Cecilia
-
Age = 60
-
Time to retirement = just retired last month
-
Allocation to stocks (54%), bonds (32%), cash (14%)
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