Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

I Rebalanced My FI/RE Portfolio and I Hate It! (Part 1)

I Rebalanced My FI/RE Portfolio and I Hate It! (Part 1)

FromTwo Sides of FI


I Rebalanced My FI/RE Portfolio and I Hate It! (Part 1)

FromTwo Sides of FI

ratings:
Length:
30 minutes
Released:
Jan 31, 2022
Format:
Podcast episode

Description

I reallocated my investment portfolio, sold out of my 100% equity position and I'm not happy about it. In this two-part episode, you'll learn why and how I'm making peace with it. Ensuring that your investment portfolio can fund your lifestyle for the duration of your lifespan is essential to success in FIRE. One of the most impactful elements of that is how your portfolio is constructed, or your asset allocation. In this episode, Eric discusses his desire to reduce the risk of his portfolio with Jason, and ensure he + Laura are set up for success. Topics discussed include the role of bonds + fixed income, the types of investment risk, seeking feedback from internet forums, and tax considerations. Join us for first episode of this two-part series on Eric's reallocation experience.

**Show notes: https://twosidesoffi.com/eric-reallocation1
Released:
Jan 31, 2022
Format:
Podcast episode

Titles in the series (80)

Two lifelong friends document and share their personal journey as they seek to become financially independent and retire early (FIRE). One achieves his FIRE goal in 2020 during a global pandemic, inspiring the other to play catch-up. Whether you are new to the FIRE movement, already on your FIRE journey, or have retired early, there’s something here for you. Go beyond the numbers and get the personal stories as experienced by Eric and Jason.