Posts for tag #Portfolio
visitor
Part 3 - Stocks
June 6, 2026
The post details specific ETF selections for the retirement portfolio's stock allocation, split between market stocks (30%) and dividend/value stocks (45%). It optimizes regional exposure and expense ratios while avoiding currency hedging due to its high long-term costs.
visitor
Part 1 - Objectives and Portfolio Setup
June 6, 2026
My retirement portfolio targets a 6% return and 4% withdrawal rate. The portfolio allocates 75% to stocks, 20% to bonds and max 5% to gold. It aims to keep more than 40% in EUR. Underweighs US assets, overweighs Asia and emerging markets.