Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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livwell

Waitress

To: chowder who wrote (8553)	8/25/2024 10:34:15 AM
From: R.Daneel.Olivaw	2 Recommendations of 21937

Re: Older Folk Portfolio 2.0 ... It would easier to find a benchmark if you have your assets divided by category (I didn't see it if it was there) For example, Morningstar has a number of blended 'index' funds. Or, my preference would be create your own. Put SPY, a bond fund, an income fund, others? in a portfolio tracker, and compare it to the COFI index. (Chowder Old Folks Index)...HAH! Git Some! Sorry, got carried away there, but seriously, what are the percentages? I find this an interesting exercise.

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