Is Your Portfolio Easy Like Sunday Morning?

crispydocUncategorized

One of my resolutions for 2017 is to bare more personal details, so in this spirit I’ll share my investor policy statement* for your perusal. Asset Allocation: 100 – (% in bonds) to be divided among stocks as follows: Domestic Equity (65%) International Equity (25%) Real Estate Investment Trusts (REITs) (10%) numbers rounded for simplicity 3-6 months’ expenses in Money …