First time I’ve put our full portfolio on paper. My and my wife’s 401k have security features that prevent them from linking to Commonstock or other third party financial apps, so this is the first time I’m seeing it laid out in total.
I’ve counted our emergency savings in here as well just for information’s sake. We continue to be #long America, and #long the S&P via VINIX.
I suppose our investing style is part Jack Bogle and part Peter Lynch. We believe in riding the rising tide of the market and prioritizing low fee funds. We also like to invest in companies we know, understand, and want to see succeed.
We intend to stay 95%+ in stocks for the foreseeable future (this excludes our emergency cash) as we hope to invest for 2063 instead of 2023.