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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 Patrick
Age = 70
Time to retirement = been retired for several years
Allocation to stocks (90%), bonds (9%), cash (1%)
Other things to know:
Very high net worth (~$15 million and very low spend rate on assets)
By Ashley Micciche4.9
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 Patrick
Age = 70
Time to retirement = been retired for several years
Allocation to stocks (90%), bonds (9%), cash (1%)
Other things to know:
Very high net worth (~$15 million and very low spend rate on assets)

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