Are You Taking on Too Much Risk in Your Portfolio?
#investingrisks #assetallocation #portfoliomanagement
Your asset allocation should make sense for your timeline.
Retirees and Preretirees: It’s Not Too Late to Derisk Your Portfolio https://www.morningstar.com/portfolios/retirees-preretirees-its-not-too-late-derisk-your-portfolio
00:00:00 Introduction
00:00:15 Portfolio Risks for Midcareer Accumulators During Market Volatility
00:01:53 How Much Company Stock Is Too Much?
00:03:05 Liquid Reserve Buffers for Midcareer Accumulators Portfolio Risks for Investors 00:04:38 Approaching Retirement During Market Volatility
00:06:10 How Much Should Retirees Keep in Safe Assets?
00:07:06 How to Do a Cost Audit During Market Volatility
Watch more from Morningstar:
Retirement Withdrawal Sequencing Rules of the Road https://youtu.be/oSNwpXPWCQo?si=5tjhNO_HHRUXSCKx
Where’s the Best Place to Stash Your Cash? https://youtu.be/-SGesA2Uvqw?si=uW-fNCfi5cebfSV5
What You Should Know About Backdoor IRAs https://youtu.be/y75oofZK9M0?si=YF6vn10MsA1z4Yf3
Follow Morningstar on social:
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram https://www.instagram.com/morningstarinc/?hl=en
LinkedIn: https://www.linkedin.com/company/5161/
