Calls
2
u/livingbkk
Reddit r/Bogleheads
Win Rate
100.0%
return
+0.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 14
$760.88
+0.2%
Author recommends 20% in a US broad market fund (S&P 500 or total US market) for elderly investors, with the rest in cash and bonds. The mechanism is limited equity growth exposure while preserving liquidity for potential $25k/month memory care costs. Main risk is a down market coinciding with the start of care payments.
Equity Indexes
Long
Sep 14
$71.17
+0.5%
Author recommends 30% BND as part of a conservative allocation for elderly investors, citing memory care costs of $25k/month in California as the key risk. The mechanism is intermediate bond exposure for stability while keeping 50% in cash to avoid selling in a down market. Main risk is being caught in a down market when care costs begin.
Bonds & Rates
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u/livingbkk has 2 trade ideas tracked on Buzzberg across 2 tickers since September 2026. Most covered: SPY, BND.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
