How do you actually manage your investment portfolio in a real-world retirement? Nearly every prospective or current retiree has this question. And there are lots of answers out there….
The article I wrote at the end of 2012 disclosing my actual investment portfolio has been in the Top 10 Popular Posts here for most of the year. Even though I’m not dispensing investment advice, and don’t necessarily recommend some of my particular holdings for others, people seem to benefit from reading about my experience.
So, here is an update on the state of my portfolio for the new year. Below I’ll review my holdings, outline my asset allocation, and discuss the investment moves I made during the past year. Finally, I’ll reveal my portfolio’s performance for 2013, and discuss why the relatively poor showing doesn’t have me worried….