Episode Details

This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions. 

Today's portfolio comes from Benjamin

• Age = 59

• Time to retirement = retired, takes income from investment portfolio, and does part time consulting work

• Allocation to stocks (74%), bonds (23%), cash (2%), other (1%) - small amount in metals and bitcoin

• Portfolio concentrations = 1 volatile, untested tech stock = 23% of the portfolio