Episode 2563
Fix My Portfolio: Too Much In Stocks
Retirement Quick Tips with Ashley · Ashley Micciche
April 1, 20266m 53s
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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 Patrick
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Age = 70
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Time to retirement = been retired for several years
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Allocation to stocks (90%), bonds (9%), cash (1%)
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Other things to know:
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Very high net worth (~$15 million and very low spend rate on assets)