By listener request! In this bonus segment, host Jeff Harrell reveals his personal investment portfolio and shares insights on how he arrived at his current financial position.

The table supplement he references throughout this bonus segment lists his asset allocation of stocks, bonds, and cash equivalents, as well as the percentages he is targeting by asset class. He also gives detailed explanations for the ways in which real-life circumstances have influenced the composition of the specific investments in his portfolio.

By observing how Jeff has applied the investment strategies he highlights throughout his Invested Poorly podcast episodes, you should be able to develop a similar portfolio, tailored to your own circumstances.

Prepare to understand the investment approach taken by someone already living a financially independent lifestyle.

(Season 3 Bonus)

Resource Mentioned:

• My Investment Portfolio table (with Individual Stocks Portfolio table) - illustrates Jeff Harrell’s asset allocation of stocks, bonds, and cash equivalents, as well as the percentages he is targeting by asset class - see episode Show Notes on our website

Other Episodes Referenced:

• Index Funds Are the “Right” Way to Invest…Maybe?? (S3 E3)
• High-Yield Bonds…Junk or Treasure? (S3 E5)
• Asset Location Is All About…Taxes, Taxes, Taxes (S2 E5)

Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com