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Help crossing the finish line - Drawdown portfolio

Bogleheads • View forum - Investing - Help with Personal Investments - www.bogleheads.org
I just sold a fully paid off rental property and reached my target number. I now have $4M in investible assets and my wife and I are in our early 40's. I would like to set up my portfolio like an endowment that will through off $100K a year (2.5% SWR). I feel like I've won the game but want now make sure I don't screw it up.

I know you can't time the market but I'm a little uneasy because of the historically low interest rates and historically high stock valuations. Now that I enter the draw down stage, I want mitigate the Sequence of Return risk which I feel is my last obstacle.

Current Portfolio

1.5M in 401K's (65% Total Stock Market, 15% Total International, 15% Total US Bond)

1.5M in taxable investments (85% Total Stock Market, 15% Total International Stock)

1.0M in taxable cash (CD ladders and money market)

I am very heavy cash (using CDs as substitute for bonds).

Anybody have suggestions on adjustments I should make?
Date: Aug 18, 2017   


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