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Latest Investment Mix, October 2023

Byadmin

Before today, my investment mix was:

  • Index Funds – 39% (goal 50%)
  • Individual Stocks – 3% (goal 5%)
  • High Div ETFs – 15% (goal 25%)
  • Bond ETFs – 5% (goal 10%)
  • Cash/Money Markets – 37% (goal 15%)

I didn’t get into individual stocks the way that I thought I might. I got distracted by options. So, I am effectively playing with Paypal and Alibaba right now before settling down again and getting into stable long-term stocks.

But based on my insights from the other day, where cash is a terrible long-term investment, I am once again pushing almost all of my cash holdings into the S&P 500 or international stock index funds.

My current investment mix is as follows:

  • Index Funds – 44% (goal 50%)
  • Individual Stocks – 2% (goal 5%)
  • High Div ETFs – 14% (goal 25%)
  • Bond ETFs – 5% (goal 10%)
  • Cash/Money Markets – 35% (goal 15%)

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