cardude
Full time employment: Posting here.
- Joined
- Feb 21, 2006
- Messages
- 599
Well, I’m almost ready to hang it up, and after reading some of the asset allocation threads on this site I’m realizing my accumulation phase portfolio may look a little freaky to most of you. My method was very focused on one stock in the beginning, and still 45% of the total portfolio is made up of just one stock (Berkshire Hathaway). The bulk of the rest of the stocks are split about 50/50 between small cap value type stocks and large caps.
I’m comfortable holding the Berkshire during retirement since I have a decent handle on what’s going on and I’m able to stomach the short-term risk when Buffett dies, but I’m interested in a more normal AA for the rest of the 55%. Any ideas/suggestions?
My estimated W/D rate is 2.7%.
Stocks
Taxable account—68%
Retirement accounts—3%
Mutual Funds (taxable)
TAVVFX—1%
LLINX—1%
Cash 27%
I’m comfortable holding the Berkshire during retirement since I have a decent handle on what’s going on and I’m able to stomach the short-term risk when Buffett dies, but I’m interested in a more normal AA for the rest of the 55%. Any ideas/suggestions?
My estimated W/D rate is 2.7%.
Stocks
Taxable account—68%
Retirement accounts—3%
Mutual Funds (taxable)
TAVVFX—1%
LLINX—1%
Cash 27%