Hi All,
I’m 58 y.o. living in SE Asia in a LCOL country, no kids, no debt and own two houses.
I joined this sub after I became the beneficiary of a generous inheritance.
We’ll cut right to the chase here:
MSFT -2000 shares (About $635K) which is a nice problem to have except it’s 80% of my portfolio. I felt great about that in June, but have been feeling 'less great' lately as it's been moving sideways
SCHD -$14K
SWPPX -$47K
FLPSX-$19K
FCNTX-$16K
SWVXX-17K
IRA -$63K
Ideally I’d like to stop working after my contract ends in May 2024 and live off a combination of interest and dividends. My current expenses are running about $20K annually so it should be doable.
I’d appreciate any thoughts on how best to diversify the MSFT to make this work.
Thank you for your time
I’m 58 y.o. living in SE Asia in a LCOL country, no kids, no debt and own two houses.
I joined this sub after I became the beneficiary of a generous inheritance.
We’ll cut right to the chase here:
MSFT -2000 shares (About $635K) which is a nice problem to have except it’s 80% of my portfolio. I felt great about that in June, but have been feeling 'less great' lately as it's been moving sideways
SCHD -$14K
SWPPX -$47K
FLPSX-$19K
FCNTX-$16K
SWVXX-17K
IRA -$63K
Ideally I’d like to stop working after my contract ends in May 2024 and live off a combination of interest and dividends. My current expenses are running about $20K annually so it should be doable.
I’d appreciate any thoughts on how best to diversify the MSFT to make this work.
Thank you for your time