I Rebalanced My FI/RE Portfolio and I Hate It! (Part 1)
About this episode
I reallocated my investment portfolio, sold out of my 100% equity position and I'm not happy about it. In this two-part episode, you'll learn why and how I'm making peace with it. Ensuring that your investment portfolio can fund your lifestyle for the duration of your lifespan is essential to success in FIRE. One of the most impactful elements of that is how your portfolio is constructed, or your asset allocation. In this episode, Eric discusses his desire to reduce the risk of his portfolio with Jason, and ensure he + Laura are set up for success. Topics discussed include the role of bonds + fixed income, the types of investment risk, seeking feedback from internet forums, and tax considerations. Join us for first episode of this two-part series on Eric's reallocation experience. **Show notes: https://twosidesoffi.com/eric-reallocation1
Get every episode summarized
Each time Two Sides of FI publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Two Sides of FI
We Have Enough. So Why Is Spending Still Hard?
Two Sides of FI
REWIND: What I Learned in My First Year of ”Early Retirement”
Two Sides of FI
Year 2 vs. Year 7: What Early Retirement is Really Like
Two Sides of FI
Thinking About Slow Travel After FI? Watch This First
Two Sides of FI