Hi all, I’m currently invested using 70% equity (parametrics with TLH), 15% alternatives (private equity & hedge/future), 5% fixed income (T-Bill/Municipal bond), and 10% cash (HYSA 5%).
Period
2024 (YTD)
2023
2022
2021
Period Returns Portfolio (Net Of Fees)
9.51
11.85
-12.34
13.52
S&P 500 Total Return
15.29
26.29
-18.11
28.71
As of now, my portfolio is stable and balanced but underperforming the S&P500 as a total but tracking it well on the equity allocation side. I’m 40, do you think it’s too conservative and I should be more aggressive on the equity side? My wealth management recommend keeping it as it is.
Submitted July 03, 2024 at 12:30AM by MassiliaUS13 https://ift.tt/FiSUW9v
