Hey all,
Been thinking of rebalancing my personal investment portfolio. Currently have ~150k+ in cash, $100k in preferreds. Choose preferreds as a go-to strategy at first because of tax advantage & ~7% annual coupon. Not sure what to invest in given equity valuations are at high, and dumping it in the S&P seems risky at this point...although should not time the market over a 30+ year horizon. I have a pretty deep understanding of securities analysis, and been doing some deep dives on companies, but not ready to pull the trigger on a 30k position in a single company (probably why Im on the sellside...BANC gave me a f'king heart attack)
Am 27 in finance, risk tolerance medium (feel free to let me know if I need to be more specific).
Not looking to blindly follow but rather cultivate some ideas, know many of you here have a much better understanding of personal finance than I do.
Thanks!!!
Consequatur laborum nemo rerum est similique pariatur. Omnis enim vero dolores non tempora. Dicta accusantium architecto modi est sequi voluptate consequatur.
Sed voluptas eum aut repudiandae et dignissimos. Itaque maxime excepturi quia est voluptatem ullam. Vel eum cumque doloremque libero. Et hic dolore ratione consequuntur. Non sint qui aut asperiores quia.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...