We're in our 40s and have built a $5 million nest egg - here's exactly how it's invested
Briefly

A couple in their mid-40s has grown a $5 million investment portfolio and shares their journey on Reddit's r/ChubbyFIRE, seeking insights on their investment allocation. Although they are not yet at their targeted $7 million before retiring, their financial strategy reflects a balanced investment focus with undemanding real estate involvement. As they inch closer to early retirement, they are advised to consider de-risking their stock-heavy investments to ensure a secure financial future. This case illustrates the importance of strategic investing in achieving FIRE milestones.
With a $5 million nest egg, this Reddit couple shows that having financial savvy and smart investments can lead to impressive early retirement goals.
They plan to reach their $7 million FIRE target, showcasing commitment and discipline in their investment strategy as they near early retirement.
Despite their success, the couple may need to revise their stock-heavy portfolio as they approach retirement to enhance financial security.
Their investment strategy includes various assets, maintaining a modest real estate exposure, reflected in their diversified approach to wealth accumulation.
Read at 24/7 Wall St.
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