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Should I Pay Off My Mortgage or Invest in Stocks?

Ask The Compound

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How to Diversify Your Portfolio

Ben: I'm maxing out my 401k, Roth IRA, and have $45,000 in a brokerage account. My company's stock has become 20% of my brokerage, even after selling a good chunk over the past several years. When I view my portfolio collectively, I feel like I'm well diversified with broad ETFs making up about 80% of my holdings. But when I view my brokerage in isolation, over 50% is allocated to individual stocks. Should I be viewing these buckets, retirement and brokerage, as separate given the relative time horizons, or collectively as my overall asset allocation? Good question. It touches on a lot of topics here, asset allocation and behavioral

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