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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Index Investing
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Author: richinmd   😊 😞
Number: of 291 
Subject: Re: 2025 Results
Date: 02/07/26 7:38 PM
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Now that we are in retirement it is a bit tougher trying to figure out returns. With raw numbers we were up a bit over 9%, throwing back in what we spent from the accounts it would be 12%.
Considering I'm fairly conservative and hold a lot of treasuries I'll take that any day.

I'm probably 50% stocks, 50% fixed income (mostly treasuries with some bond funds). I did move a bunch of money into international stocks in Jan 2025 so that helped a bunch along with some money in gold. I'm around 50% US/50% international stocks (maybe even less US stocks).

I need to simplify things since I have about 20 investments. Only about 6 individual stocks and a couple are so small it makes no sense keeping them except due to laziness.
I've been building up AOR (ishares fund similar to Vanguard's Lifestyle strategy mutual fund) and maybe will make that my prime ETF in non-taxable accounts.
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This community has written 287 posts about Index Investing. The article-length ones it recommended most:
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