Episode 2566
Fix My Portfolio: Too Many Holdings, No Real Diversification
Retirement Quick Tips with Ashley · Ashley Micciche
April 4, 20267m 19s
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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 Cecilia
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Age = 60
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Time to retirement = just retired last month
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Allocation to stocks (54%), bonds (32%), cash (14%)