Thank you so much for your portfolio updates. I don’t really have friends who invest and so it’s been wonderful to hear your thoughts. I have recently hit what I think I need to start the process of diversification. I’m looking to add low-cost index ETFs. Wondering if you are looking at the same sort of instruments for your spreading risk?
My first move was to remove roughly 10% of our portfolio from the growth bucket today. I put half into 3-month CD's at 4.35% for now as I start my research. I will be taking a look at index funds but might lean toward something with a fixed return with this first tranche since we still have plenty of money left in individual stocks.
Thanks for sharing your monthly updates, i look forward to reading your thoughts on each of the stocks you hold. All the best for 2025.
Thank you so much for your portfolio updates. I don’t really have friends who invest and so it’s been wonderful to hear your thoughts. I have recently hit what I think I need to start the process of diversification. I’m looking to add low-cost index ETFs. Wondering if you are looking at the same sort of instruments for your spreading risk?
Good question, Amy. I haven't decided yet.
My first move was to remove roughly 10% of our portfolio from the growth bucket today. I put half into 3-month CD's at 4.35% for now as I start my research. I will be taking a look at index funds but might lean toward something with a fixed return with this first tranche since we still have plenty of money left in individual stocks.