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Finance

MMB Portfolio Asset Allocation & Performance Update – July 2024 (Post Q2)

MMB Portfolio Asset Allocation & Performance Update – July 2024 (Post Q2)

Here’s my 2024 Q2 update for our primary investment holdings, including all of our combined 401k/403b/IRAs and taxable brokerage accounts but excluding our house and side portfolio of self-directed investments. Following the concept of skin in the game, the following is not a recommendation, but a sharing of our real-world, imperfect, low-cost, diversified DIY portfolio. […]

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