Portfolio Housecleaning

Рет қаралды 21,396

5 ай бұрын

Part 2 of 2
How to streamline your retirement planning by decluttering and consolidating accounts with Morningstar’s retirement guru Christine Benz.
WEALTHTRACK episode 2033 originally broadcast on February 09,2024.
More info: wealthtrack.com/decluttering-...
Morningstar Minimal Portfolios List:
www.morningstar.com/portfolio...

Пікірлер: 20

@davidfolts5893 5 ай бұрын

Thanks, Consuelo Mack! Christine Benz and Morningstar are great content providers and positive influencers in the financial content space. Your work is also greatly appreciated!

@amatuer2 5 ай бұрын

Thank you for this . Excellent program 🎉

@peterkolbe6309 5 ай бұрын

as always thank you for an informative, clear, and concise presentation. Love your channel - it has helped me tremendously!

@joefalcone4762 4 ай бұрын

Excellent

@michaelswami 5 ай бұрын

Love this guest and Consuelo’s interview skills are unmatched.

@conradmcmillan6038 5 ай бұрын

Thanks!

@deannahouston8801 5 ай бұрын

Whew! I needed this content!

@charleshughes2487 5 күн бұрын

Be nice ! 😮

@charleshughes2487 5 күн бұрын

Higher yields ! 😮

@sparkleinco2035 5 ай бұрын

where is the link to Morningstar that you mentioned. I want to see the portfolio suggestions

@Rational_Investor 5 ай бұрын

For total equity diversification, maybe just consider VT. A total world stock market ETF including US and international.

@charleshughes2487 5 күн бұрын

Put that to music …sing it !

@johnp6478 24 күн бұрын

Understand you supporting a one and done International Portfolio. But even a believer in one and dones for the masses, Warren Buffet, believes that owning a 500 Index fund gives us enough international exposure. Your thoughts?

@jamesmorris913 5 ай бұрын

I've recently reallocated into about 40% non-U.S. as Benz recommends, here.Yes..they yield somewhat better..but the non-U.S. chart is absolutely AWFUL looking, compared to U.S, for nearly 15yrs! Maybe non-U.S. is one of those "so BAD, they're GOOD"; situations?? I guess time will tell..but I'm already having SERIOUS "reallocator's remorse"!

@HermannTheGreat 5 ай бұрын

The U.S. companies have such a reach into the rest of the world that if we go down then they collapse also, at least for several years. So I don't keep much at all with international and have sold all my vxus off.

@MsTubbytube 3 ай бұрын

Benz did NOT make a percentage allocation recommendation for non-US funds. She merely suggested some funds that could be used if you wanted to allocation a portion of investments to international securities. The suggestions I have heard from others have been along the line of 5 or 10%.of one's stock portfolio.

@dberry256 Ай бұрын

@jamesmorris913 please listen to Ms Benz again. 40% is not a % recommended.