Investing

My Investment Portfolio

Editor's Note

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This is the twenty-second day in our 31-Day Money Challenge. Over 31 days we'll publish 31 podcasts, each designed to help you move closer to financial freedom. Yesterday we discussed the importance of keeping mutual fund fees as low as possible. In today's podcast, I share my own asset allocation plan and the investments I've selected to implement that plan.

Sponsors: The 31-Day Money Podcast is sponsored by Betterment and Personal Capital.[wp_shortcode_33] and[wp_shortcode_48] are two tools you can use to make investing easier, less expensive, and more effective.

Topics Covered

Here's my asset allocation, which I discuss in depth in today's podcast:

Stocks: 80%

U.S. Equites: 40%
Foreign Equities: 25%
REITs: 10%
Commodities: 5%

Bonds: 20%

U.S. Total Bond Market: 10%
Tax-Exempt Muni Fund: 10%

Resources

Day 23: Interview with Brandon Turner on investing in real estate


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