What I’ve Done Right With My Portfolio

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What I’ve Done Right With My Portfolio

Stocks

Smart investing doesn’t require perfection—consistent saving, low costs, and discipline can carry you far.

What I’ve Done Right With My Portfolio

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The Associated Press

The Associated Press

|Updated:

0:00

There are definitely things I get wrong in my investment portfolio.

I hold too much company stock and cash, and I don’t have the recommended allowance of bonds for a person my age. My record on curbing taxes hasn’t been perfect. I’ve held tax-inefficient funds in a taxable account and have been slow to move money into individual retirement accounts each year.

The Associated Press

The Associated Press

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