What is your age and AA?

T

Tiger

Guest
I don't know if this was the topic on a previous thread if so sorry for the repeat.

I am 68 and retired, my wife is 59 and will retire in 4 years.

AA is 55% equities/45% bonds & cash. According to Morningstar's x-ray the breakdown is:

Cash 15.97
U.S. Stocks 35.26
Foreign Stocks 21.34
Bonds 26.60
Other 0.84
 
38, single, working.

5 month cash cushion is in a HYS account.
Retirement funds are 100% in VFINX/VTSMX and similar.
Kids' college funds are a mixture of VFINX/VTSMX and 529 funds similar to "Target Retirement 20XX".

2Cor521
 
Age 37.

AA is 99% Equities/1% Cash.

Of my stock holdings, I would guess 90% is US and 10% is International, but my mindset is to shift to more international in the coming year.

Charlotte
 
Age 25
95% stocks and 5%mm

Waiting on that next cheapo company to come my way.....
 
45% STOCK
10% S&P500
10% RUSS 2000
10% EUROPE - VGK
10% ASIA - VPL
5% EM - VWO

26% BOND
22% TIP
4% STBF
10% REIT - IGR
15% CASH
5% COMMODITIES - PCRIX

Age - 52
 
62 and never been to AA :)
70% cash equivalent returning ~6%; 20% Target 2020, 10% Dodge and Cox Int'l.
 
36 yo.

approx 70% stocks, 25% home equity, 5% cash.
 
Cash 14%
U.S. Stocks 33%
Foreign Stocks 21%
Government Securities (TSP "G Fund") 32%

Age 58, plan to retire in 2009-2010.
 
30yrs old...

75% stock - small, mid, large index mf's
11% europac/inter'l
14% REIT
 
49 years old. Will be 50 in a few weeks though.

70% is a Cola pension
25% stocks
5% cash.
 
48 years old.

15% international
80% S&P 500
5% Cash/Fixed Income
 
Age 60, retired.

50% equities

45% Bonds/Tips

5% cash
 
47 Years old, Targeting 75% equities*, 50/50 US/Intl:

USLB = 22.3%
USLV = 07.6%
USSV = 07.5%

EURO = 13.0%
PACI = 12.3%
INLV = 12.6%

USTBM = 13.9%
PCRIX = 10.8%

When Momma finally retires we'll roll out her 401K and go to a 10x10% or 11x9% portfolio, balancing the US classes, and likely adding REITs, TIPS, EM, or IntSV depending on what's not hot at that time.

Cb 8)
*we're light on FI, but have decent pension & SS income coming later.
 
34 yo
Semi-Retired

Equities 14%
Cash 11%
Real Estate 75%

Real estate allocation will probably go up by the end of the year. Finding lots of bargains and very few competitors. I feel like Sam Zell!
 
66, retired.
40% cash and ST bonds, including TIPS
60% equities (much of it commodity related)

Ha
 
I'm 65 now, my husband is 57. We've been more or less at least semi-retired for about fifteen years now, and fully retired for the last year or so.

Equities 58.29%
Fixed Income 32.09%
cash 9.62%

in regular brokerage account, and a 401k and two Roths that are pretty much all equities, although fairly tepid stuff, no high flyers

LooseChickens
 
Age 46, spouse 45, raising a teenager.

Retired on a military pension, spouse will draw her Reserve pension at age 60.
40% large-cap stocks (mostly Berkshire Hathaway),
33% international stocks (mostly PID ETF),
22% small-cap stocks (mostly IJS ETF),
5% cash.
 
56 retired, no pension


Fixed income, MM, cash 47%

U.S. Stocks 38% (half S&P 500 and half Wilshire 4500)

Foreign Stocks 15%

All equites in Fido advantage class index mutual funds.
 
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