Rebalancing for FIRE: Portfolio Management and Strategy

In this episode of Rebalancing for FIRE, Jake Carson and Lily Morgan discuss the strategy of a listener who’s one-third of the way to their $1.5 million FIRE goal. With investments spread across a Fidelity 401(k), Robinhood Roth, IRA, and brokerage accounts, they’re questioning the balance between their current holdings and considering a shift in strategy. We dive into the pros and cons of holding VTV for diversification, whether to bite the bullet on capital gains to consolidate in low-cost index funds, and the merits of a tech-heavy approach using QQQM. If you’re self-managing your portfolio and debating changes to keep your FIRE plan on track, join us for insights on optimizing your strategy and simplifying your investments without compromising growth!