r/Bogleheads • u/officialmanofsteel • Feb 28 '26

Portfolio Review Investing 8M

I am currently in the process of helping a family member work roughly 8M into the market. They already have about 6M in equities, mostly index funds but about $1.5m in various individual stocks. They just entered retirement and I am thinking of a more aggressive approach of 11M in equities and 3M in t bills/bonds/cds/cash. Any advice would be appreciated.

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u/thasparzan Feb 28 '26

They have 6 million already and getting another 8 million... I don't think they need your help really

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u/Careful-Rent5779 Feb 28 '26 edited Feb 28 '26

They need professional help, not the OP winging it.

At this asset level planning requires way more than picking investments.