Friday, December 28, 2018

Looking for advice on reallocating

I am 24 years old, investing long term for wealth growth and eventually retirement. I currently make ~$60,000 Gross Annually with 7% matched in 401K (TRPLX). I have ~$7,500 in cash. Seeking advice for my Investment portfolio. Looking to reduce from 22 down to 12-15 holdings. Thanks in advance!

$23,678 Current Market Value

VOO (17%) BND (13.5%) BRK.B (13.5%) MSFT (7.5%) V (7.5%) AMZN (6.5%) AAPL (6.5%) SPLV (3.5%) COST (3.5%) LULU (3.5%) DIS (2.5%) ALK (2%) AMGN (2%) SBUX (2%) WMT (1.5%) BA (1.5%) JPM (1.5%) TVIX (1%) NDAQ (1%) ADBE (1%) XLF (1%) PG (1%)



Submitted December 28, 2018 at 04:24PM by triple8o8 http://bit.ly/2Rr37nC

No comments:

Post a Comment