14

About a year ago I hired a financial planner to manage assets in my retirement accounts but am starting to think about doing it myself.

I don't disagree with the general approach they're taking, but it seems like it should be simple enough for me to do myself every 6 months or whatever.

The gist of the strategy is a balance across large/mid/small cap and sectors at certain percents along with some % of bond funds and some real estate funds.

I think my main questions are how do I identify and compare various funds that fall into these broad categories to try and pick the ones I want to actually invest in.

you are viewing a single comment's thread
view the rest of the comments
[-] willsenior@lemm.ee 2 points 1 year ago* (last edited 1 year ago)

Sort of a TLDR of Intelligent Investing is a solid route.

Allocate across low-fee index funds. The book goes in depth on the reasoning and percentages, etc.

this post was submitted on 07 Aug 2023
14 points (100.0% liked)

Personal Finance

3803 readers
1 users here now

Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. Join our community, read the PF Wiki, and get on top of your finances!

Note: This community is not region centric, so if you are posting anything specific to a certain region, kindly specify that in the title (something like [USA], [EU], [AUS] etc.)

founded 1 year ago
MODERATORS