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$975,000 LEFT IN PORTFOLIO! What To Do? Should I Still Quit To Retire Early? | Financial Freedom
Description
Today's case study is on someone who had a portfolio of about $1.3m in Jan22. She was intending to quit in 2022 for early retirement or at least a sabbatical. But right now, the portfolio has dropped to $975k only. Should she still quit? Should she sell some of her portfolio?
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0:00 Introduction
2:46 What was the portfolio composition in Jan2022
What should be in your portfolio when you retire
Equities are volatile.
4:34 What you need before retiring early FIRE
Investment experience in a bear market is a learning point
7:43 Question: Sell those in profits or those in deep losses?
She needs to get out cash to fund expenses in retirement.
General tips on how to sell stocks and how to sell from a portfolio during your retirement
#fire #financialindependence #financialfreedom #retirement