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Rebalancing, parental advice, AVUV vs. FISVX and 10 more Q&A

Sound Investing

CHAPTER

Should I Adjust to a 60% Equity, 40% Bond Portfolio?

Pete: My allocation now is 43% equity and the rest in bonds and cash. I have 5.8 million in total, no debt. Because interest rates are yielding 4% plus, is it worth adding to my equity exposure now? He finishes by asking, should I adjust to a 60% equity, 40% bond portfolio? Pete: Well I would have to know a lot more about what their cost of living is. It looks like they can live off of the money they're getting automatically.

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