No. of Recommendations: 7
Chris, Saul, All,
I took a hard look at my portfolio due to three factors on August 5. First, I should only invest in growth stocks what I intend to keep for the long hall. Second, my company is imploding due to gross mismanagement. My group, new technology R&D, is being shuttered. Third, the trade war looks to be longer than I envisioned.

I evaluated what I need for retirement today, and pulled that money. I take a slightly different tack than selling what I need from a growth portfolio for day to day expenses, but I put what I need into a REIT portfolio for my retirement income stream. I am periodically rebalancing REIT/Growth to provide fuel to the growth portion in down years and fuel to the REIT to keep my income growth solid.

The key point is stay in these excellent companies as much as you can, but not more. If your allocation is correct for your life circumstances, then you should sleep well. That balance should be found before the storms hit.



PS YTD RoR = 34%
PPS My retirement ended before it started. Sometimes things that look dark ain't so bad after all.
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