Thanks for the advice and glad things worked out for you.This sounds similar to where we landed at early retirement in upon early retirement in 2013, shifting from 100% equities to 60% and then gliding down to 50%. Unquestionably there was the possibility, in fact the likelihood, that the allocation would yield less over the balance of our lives than would 100% equities. However, we had enough, so we were comfortable with this choice. Sticking to it with an IPS essentially eliminated the investing gremlin of greed (the other one, of course is fear, which is more prevalent at the present moment for many).
10% gain. The vast majority was not taxable in order to avoid taxes. I guess I'll just live with the sellers remorse in the short term in order to be more comfortable with my AA in the longer term. Thanks for helping me think this through everyone.
Statistics: Posted by sid hartha — Fri Mar 14, 2025 4:47 am