Episode Details
Back to EpisodesRBS 048: How to Invest as You Near Retirement [Rate my Portfolio Series]
Episode 48
Published 3 years, 6 months ago
Description
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In this video we look at a portfolio of a viewer who is 10 years from retirement. Her advisor has her invested in a 50/50 portfolio. We'll look at the "Smart Sector" and Momentum ETFs she has, consider the impact of the 50 basis point fee, and examine whether a 50/50 portfolio makes sense.