Investment portfolio review and how to live off your investments in retirement. Download the Portfolio Tracker Spreadsheet!

In today’s article, I will show you the current allocation of the 20 largest positions of my personal investment portfolio. I will demonstrate that the portfolio is relatively concentrated, with 5 ...

Planning for retirement is a lifelong process, yet the earlier one starts, the better. In fact, the duration of an investor's ability to let his money compound is arguably more important than the size ...

There are definitely things I get wrong in my investment portfolio. But despite these missteps, my husband and I have managed to do just fine from a big-picture standpoint. Here’s what has worked for ...

Well, there is an alternative. Instead of paying for spendy financial advice, I fed all my numbers into ChatGPT and asked for a brutally honest review. And, well, the AI didn’t disappoint. Here’s what ...

There are definitely things I get wrong in my investment portfolio. I hold too much company stock and cash, and I don’t have the recommended allowance of bonds for a person my age. My record on ...

There are definitely things I get wrong in my investment portfolio. I hold too much company stock and cash, and I don’t have the recommended allowance of bonds for a person my age. My record on ...