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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (1071)8/8/2022 12:31:07 PM
From: carbolady  Respond to of 21785
 
Thanks for posting this millenial portfolio. My 30 year old daughter has a small portfolio which she does not contribute to and I think this will be perfect for her



To: chowder who wrote (1071)11/27/2022 9:36:17 AM
From: carbolady  Read Replies (1) | Respond to of 21785
 
For the millennial rollover account for the 30-year-old. What would you recommend putting in a Roth, IRA? I plan on re-adjusting my 30-year-old daughters' portfolio to mirror this portfolio.

Roth is 20% of portfolio
IRA 20% of portfolio
Taxable 60%

Will be doing this in the next 2 weeks to take advantage of tax loss harvesting.


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