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RBS 048: How to Invest as You Near Retirement [Rate my Portfolio Series]
Join the newsletter: https://robberger.com/newsletter/?utm...
In this video we look at a portfolio of a viewer who is 10 years from retirement. Her advisor has her invested in a 50/50 portfolio. We'll look at the "Smart Sector" and Momentum ETFs she has, consider the impact of the 50 basis point fee, and examine whether a 50/50 portfolio makes sense.
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By Rob Berger
4.8
174174 ratings
Join the newsletter: https://robberger.com/newsletter/?utm...
In this video we look at a portfolio of a viewer who is 10 years from retirement. Her advisor has her invested in a 50/50 portfolio. We'll look at the "Smart Sector" and Momentum ETFs she has, consider the impact of the 50 basis point fee, and examine whether a 50/50 portfolio makes sense.
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