Fix My Portfolio: The One Stock Problem
Retirement Quick Tips with Ashley · Ashley Micciche
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Show Notes
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 Benjamin
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Age = 59
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Time to retirement = retired, takes income from investment portfolio, and does part time consulting work
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Allocation to stocks (74%), bonds (23%), cash (2%), other (1%) - small amount in metals and bitcoin
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Portfolio concentrations = 1 volatile, untested tech stock = 23% of the portfolio