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Resources on learning how to build a retirement portfolio? (programming.dev)

submitted 1 year ago by epchris@programming.dev to c/personalfinance@lemmy.ml

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About a year ago I hired a financial planner to manage assets in my retirement accounts but am starting to think about doing it myself.

I don't disagree with the general approach they're taking, but it seems like it should be simple enough for me to do myself every 6 months or whatever.

The gist of the strategy is a balance across large/mid/small cap and sectors at certain percents along with some % of bond funds and some real estate funds.

I think my main questions are how do I identify and compare various funds that fall into these broad categories to try and pick the ones I want to actually invest in.

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[–] willsenior@lemm.ee 1 points 1 year ago* (last edited 1 year ago)

Sort of a TLDR of Intelligent Investing is a solid route.

Allocate across low-fee index funds. The book goes in depth on the reasoning and percentages, etc.