Help me with my assets allocation please
Right now I'm holding VT(11.75%), SCHD(57.5%), JEPI(16.25%) and Cash (14.5%) in a taxed portfolio.
How would you restructures this portafolio. If I don't want to sell any of my current investments.
Thank you for your help. I just want to hold for ever and keep investing regularly.
Posted May 7, 2025, 2:39 PM UTC
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