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I am in my 40s and semi-retired.
My investment strategy is as follows:
-35% Index fund(s) of globally diversified stocks
-35% Hi-quality basket of stocks
-30% total bond market / fixed income / cash
Goal: 10+% annalized return over a long term horizon (10+ years)
I am currently in the process of migrating a large % of my stock index funds into a carefully selected basket of 30-50 of the highest quality, safest stocks on the planet.
I will maintain a 30% total bond index fund to further minimize risk and re-balance to either my individual stocks or index stock funds.
Up until a few years ago, I never had any strategies towards properly investing in
stocks-bonds. I got very lucky with being part of a few start-ups that offered stock options and participated in some stock purchase plans that all went pretty well to get me to my position now of semi-retirement.
As I was evaluating many different investing options, a very close friend of mine who is a former wall street investment banker suggested that I should move forward with a boglehead-index investing strategy and maintain a portfolio of either 70/30 or 60/40 stocks/bonds. He told me to stay away from any hedge funds or fancy actively managed investment firms. He suggested I diversify globally, keep my expense ratios as low as possible and re-balance the portfolio 1-2 times a year. This has worked very well for me over the past few years.
I look forward to learning a lot here on seekingalpha and I hope I can contribute and help others one day as well.
Developed International Markets, Dividend stock ideas & income, Retirement savings
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