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Reply to "Is this allocation ok for someone retiring in a few months?"
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[quote=Anonymous][quote=Anonymous]Allocation is meaningless if you don't know totals. I once reviewed a 80 year old women's portfolio and she was 90/10 allocation and was coded moderate risk and she agreed to that. Well I pulled her account she had $500 million. So $450 million in Stocks and $50 million in Cash and short term treasuries. 50 million liquid at 80 is very conservative yet she was 90 percent stocks. [/quote] OP here. I wasn't going to go to that level of detail, but thought it was obvious when I stated the amount of cash. Actual numbers: Equities $7.43M Tax Exempt Bonds $530K Taxable Bonds $2.79M Cash $1.98M (529 is $530K) [/quote]
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