Portsuppe
war-conflict · severity 1/5

Helping my mom with portfolio

·26dSocial

I'm very aggressive with my portfolio. Honestly, it's worked out very well for me and I'm not looking for any incentive to change. My mom asked me for help setting up her portfolio. Her situation is as follows: She has a total of 4 million dollars + the value of her home is around 700,000 + she has 40,000 in cash just sitting in a Bank of America account doing nothing. The majority of it is managed by Edward Jones in a 60/40 split. She took 100k because she doesn't want everything concentrated i

Channelsoil_gas, bonds, currencies, stocksCountriesusaCategoriessocial-signal
Open original source
Published
6/2/2026, 4:41:45 PM
Fetched
6/2/2026, 6:07:07 PM
Confidence
30 / 100
Relevance
19 / 100
Trust
Language
en