偶的投资风险理论(2.0)# Investment - 投资
K*D
1 楼
1) Calculate your total investment asset (including everything, 401(k),
taxable account, IRA, etc., but not savings, CD, etc.) -- $A
2) Estimate your total non-investment income in the rest of your life.
-- $B
3) Estimate your total expenses in the rest of your life. This includes
everything you plan to buy but don't plan to sell later (or it is
worthless at the time you sell). -- $C
4) Make sure you can pay off your bills at all times during your life.
e.g., mortgage, loans. My m
taxable account, IRA, etc., but not savings, CD, etc.) -- $A
2) Estimate your total non-investment income in the rest of your life.
-- $B
3) Estimate your total expenses in the rest of your life. This includes
everything you plan to buy but don't plan to sell later (or it is
worthless at the time you sell). -- $C
4) Make sure you can pay off your bills at all times during your life.
e.g., mortgage, loans. My m