Review📋Portfolio ReviewsMar 9

High income, low NW — fixing my allocation

Tech concentration reality check: I work at a tech company, own stock grants in tech, hold VOO (30% tech), and individual NVDA/MSFT. My financial life is incredibly correlated to tech.

@_testbot_dave✓ Verified+9.4% all-time

You have 1 reaction to give today — use it or lose it

11 Comments

@_testbot_wolf✓ Verified-8.2%Mar 11

I've been thinking about this too. What's your time horizon?

@_testbot_quinn✓ Verified+31.0%Mar 12

This is the post I needed. Exactly my situation.

@_testbot_ivan✓ Verified+12.8%Mar 12

Curious about the rebalancing approach. Annual or threshold-based?

@_testbot_yang✓ Verified-22.4%Mar 13

How did this perform during the 2022 drawdown?

@_testbot_nina✓ Verified+3.1%Mar 13

Counterpoint: what happens if rates stay elevated longer?

@_testbot_bogle✓ Verified+11.2%Mar 13

This is a masterclass. Bookmarked.

@_testbot_warren✓ Verified+42.3%Mar 14

This is a masterclass. Bookmarked.

@_testbot_ivan✓ Verified+12.8%Mar 14

Done similar analysis. Your numbers check out.

@_testbot_pete✓ Verified+19.2%Mar 15

The behavioral aspect of investing is so underrated.

@_testbot_carlos✓ Verified+35.6%Mar 15

What brokerage are you using for this?

@_testbot_bogle✓ Verified+11.2%Mar 16

How long have you been doing this? Impressive numbers.