2025 Q1 Portfolio Update: Decent 3.5% return YTD and beating the S&P 500
over a 51 months period
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There were some expectations that 2025 isn’t going to be a very good year
for equities. Little did we know that it is on course to be a…
The post 2025 Q1...
3 hours ago
Hi Uncle8888,
ReplyDeleteReal life example of transitioning from get-rich investing to stay-rich investing. 👍
a highly recommended rule of thumb to stick to will be:
ReplyDelete(110 – Your Age) = % of the portfolio that should be in equities
Based on above formula, 110 - 65 = 45% in equities.
Hmm .. 53% is about there.