For perspective, we are mid-60s with a 40/60 target allocation. Due to market gains, we're now running a bit hot on the stock side at 43%+.
I just looked it up, and our inflation-protected fixed income (TIPS and I-Bonds combined) is now at 48% of total fixed income, or 27% of our investment portfolio. Counting both stocks and inflation-protected fixed income, we're at 70% of investment assets that should more or less keep up with inflation. Looking ahead to Social Security at 70, and ultimately a house sale, the effective percentage is higher than that. That's not a recommendation, but it feels right for us.
I just looked it up, and our inflation-protected fixed income (TIPS and I-Bonds combined) is now at 48% of total fixed income, or 27% of our investment portfolio. Counting both stocks and inflation-protected fixed income, we're at 70% of investment assets that should more or less keep up with inflation. Looking ahead to Social Security at 70, and ultimately a house sale, the effective percentage is higher than that. That's not a recommendation, but it feels right for us.
Statistics: Posted by nhs76 — Tue Dec 10, 2024 10:26 am