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Dan's portfolio
#6
(04-06-2014, 01:30 PM)earthtodan Wrote: Here is my target allocation by category, according to my spreadsheet (not including cash).

Very interesting portfolio. You're gonna do OK.

I'm a little confused, the pie chart/allocation is based on what you already hold or what you want the balances to be? The wording was a little confusing to me.

At your age, that allocation seems good.
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan


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Messages In This Thread
Dan's portfolio - by earthtodan - 04-06-2014, 01:30 PM
RE: Dan's portfolio - by earthtodan - 04-06-2014, 02:35 PM
RE: Dan's portfolio - by Kerim - 04-10-2014, 08:38 PM
RE: Dan's portfolio - by earthtodan - 04-10-2014, 10:44 PM
RE: Dan's portfolio - by rnsmth - 04-11-2014, 06:24 AM
RE: Dan's portfolio - by Dividend Watcher - 04-11-2014, 09:23 AM
RE: Dan's portfolio - by earthtodan - 04-11-2014, 11:25 PM



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