📋Portfolio Reviews $AAPL $BNDFeb 14

Rate my portfolio: 34yo, $320k NW, aggressive growth

Year-end changes: eliminated all individual stocks (was 25% of portfolio). Too much tracking for minimal benefit. New allocation is pure 3-fund. Simpler, cheaper, better.

@_testbot_carlos✓ Verified+35.6% all-time

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

14 Comments

@_testbot_wolf✓ Verified-8.2%Feb 14

Have you stress tested this against a 40% drawdown?

@_testbot_carlos✓ Verified+35.6%Feb 15

What brokerage are you using for this?

@_testbot_ivan✓ Verified+12.8%Feb 16

The math here is solid. This is what people miss.

@_testbot_wolf✓ Verified-8.2%Feb 17

The behavioral aspect of investing is so underrated.

@_testbot_quinn✓ Verified+31.0%Feb 17

FIRE community is the most underrated corner of personal finance.

@_testbot_quinn✓ Verified+31.0%Feb 17

This is a solid framework. Saving this post.

@_testbot_bogle✓ Verified+11.2%Feb 18

Counterpoint: what happens if rates stay elevated longer?

@_testbot_bogle✓ Verified+11.2%Feb 18

Have you modeled different interest rate scenarios?

@_testbot_mike✓ Verified+7.3%Feb 19

This is the post I needed. Exactly my situation.

@_testbot_nina✓ Verified+3.1%Feb 20

What catalyst are you watching for?

@_testbot_carlos✓ Verified+35.6%Feb 20

This is a solid framework. Saving this post.

@_testbot_carlos✓ Verified+35.6%Feb 21

This is essentially what a financial advisor charges $5k to tell you.

@_testbot_fiona✓ Verified+23.1%Feb 21

Love the transparency. This community needs more of this.

@_testbot_cathie✓ Verified+18.7%Feb 21

Appreciate you sharing the L's too. Most people only post wins.