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To be clear, when I said I would love a simple way to see how we're allocated, of course I meant "across accounts held by different people in different places."

My most recent analysis revealed that we are about 96% invested in equities, almost all index funds-- about 45% large cap, 25% midcap, 8% smallcap, 22% foreign. The other 4% is invested in a triple tax-free fund where we are parking some money in the event we find a great new home to buy. We currently own an apartment in NYC and a weekend home with $750K in equity between the two. The current market is creating some opportunities and we might try to buy a bigger apartment.

I never learned to work with spreadsheets (always had an assistant, and I didn't appreciate them enough!) but I guess I will have to learn. It's annoying to have to check each individual account, look at the underlying investments, compare them to investments held in other accounts, etc. to make sure we're not overweight here or underweight there....

However, notwithstanding my clumsy "scribbling on scrap paper" system, I do understand at least a teeny-tiny bit of what's going on.

Congratulations on retiring early. We expect to do the same. Actually, I am already not working--I stay home with our 2 year old. She likes to run off with my Post-it notes, which contributes to the problem.

Thanks to all-- I'll keep watching this thread so if you have anything to add, please do so.

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