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Investment Strategy and ETF Allocation Guidance
Investing Strategy
Hello Pearler Team, I’m new to investing and am focusing on building a long-term strategy for passive income to retire my wife early and potentially semi-retire or work part-time in the future. I’ve come up with the following ETF allocation, which I plan to invest $3000 into every 3 months, with automatic rebalancing: • VAS - 20% • VGS - 20% • VDHG - 20% • NDQ - 15% • VHY - 12% • VGE - 13% In addition to this, I plan to invest $2000 every six months into individual stocks (Amazon, Coca-Cola, and JNJ). Could you provide feedback on this strategy? Is the allocation balanced for long-term growth and passive income, and would you suggest any adjustments? Additionally, do you have any tips on automating rebalancing and keeping an eye on my portfolio’s performance? Thank you in advance Aashish Adhikari
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