I'm 65.8 retired on permanent disability of US$55K/year. (After I get some inheritance, and after setting aside funds to allow me to freeze Social Security for 3.4 years from my Full Retirement Age [66.6] to age 70 [to increase lifetime SS by 26.7%]) I'll have US$400,000 to invest. I'm aiming for a 50/50 ratio of low-risk to growth assets:
Growth:
35.75% VOO
2.5% VO
2.5% GLDM
2% VNQ
2% VHT
1.5% BRK.B
1.375% VB
1.375% VXUS
1% VDE
Low Risk:
15% SGOV
10% BND
25% CD ladder and High-Yield Savings Account
Growth:
35.75% VOO
2.5% VO
2.5% GLDM
2% VNQ
2% VHT
1.5% BRK.B
1.375% VB
1.375% VXUS
1% VDE
Low Risk:
15% SGOV
10% BND
25% CD ladder and High-Yield Savings Account
Statistics: Posted by coyote2 — Wed Aug 28, 2024 10:46 am — Replies 1 — Views 41