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Larry

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    What's in your portfolio ?

    105 replies

    AUTHOR: Larry on 6/12/2026
    FIRST: greg_j_tomamichel on 6/13   |   RECENT: John Yeigh on 7/5

    Comments

    • We are so thankful and blessed to have multiple pensions. But even if we didn't I could never imagine as your example says " handing over $100,000 to get $5,500 monthly in twenty years.

      Post: For most retirees, the greatest fear is not death—it is running out of money before they die.

      Link to comment from August 7, 2026

    • I agree completely with you and Marilyn's comment. The sad truth is that money can't buy health or eliminate loneliness

      Post: For most retirees, the greatest fear is not death—it is running out of money before they die.

      Link to comment from August 7, 2026

    • I have a son and two son in laws that I've been sharing Indexing articles and knowledge with for years. They even know our actual success yet two out of the three still pay for financial managers. All we can do is share knowledge, we can't force anyone be comfortable enough to accept it

      Post: Today in Financial History

      Link to comment from August 1, 2026

    • I would do Vanguard Lifestyle funds also, except I don't feel the need for a bond portion because of our high current income stream compared to our expenses. For that reason I stay fully invested in stock index etf's

      Post: What’s in your portfolio ?

      Link to comment from June 15, 2026

    • Thanks for sharing. My biggest concern going forward is also that my wife isn't interested in finances so I try to simplify ours

      Post: What’s in your portfolio ?

      Link to comment from June 15, 2026

    • That sounds like what Hostess is made of nowadays. When I started we had a three days freshness code. Now their product is drop shipment and has a"freshness" code of two to three months. Back in 1978 Twinkies sold for 24¢ and everything else sold for 27¢

      Post: Would You Be Miserable?

      Link to comment from June 10, 2026

    • I had to look at your name to be sure I didn't write your response 😁 . It is exactly how I would have responded including the fact that our accounts are all at Vanguard

      Post: How to Use AI With Your Portfolio

      Link to comment from June 10, 2026

    • Fun Fact , Twinkles we're originally banana . But when the war started all bananas were sent to the soldiers so Hostess started using vanilla filling instead

      Post: Would You Be Miserable?

      Link to comment from June 10, 2026

    • It's mixed blessing of guaranteed income from pensions (33 years at Hostess Cake/Wonder Bread , 15 years from school for myself, 30 years from school for my wife) and my social security, her spousal social security, and a few decades of investing in low cost Vanguard etf's

      Post: Would You Be Miserable?

      Link to comment from June 9, 2026

    • Interesting timing for this post. Even though I don't use a financial advisor I went yesterday to receive the Portfolio Risk Analysis that one ran for me. His software runs 1000 scenarios and gives a percentage chance of having our portfolio run out over the next 20 years. Best case scenario and average scenario returns going forward it indicated we have a 0% chance of going to zero. Worst case scenario which includes another downturn similar to 2008 puts us at a 1% chance is running our portfolio to zero.

      Post: Would You Be Miserable?

      Link to comment from June 9, 2026

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