# My FIRE Portfolio
**URL:** https://forum.mustachianpost.com/t/my-fire-portfolio/15880
**Category:** Investing / Portfolios
**Created:** [March 25, 2025, 5:10pm UTC](https://forum.mustachianpost.com/t/my-fire-portfolio/15880 "2025-03-25T17:10:28Z")
**Posts on this page:** 12
**Page:** 2
### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [October 14, 2025, 6:55pm UTC](https://forum.mustachianpost.com/t/my-fire-portfolio/15880/36 "2025-10-14T18:55:04Z")
> [@JEPG](#):
>
> You must have a hell of a stash to live from distributions ๐ .
Assuming oslasho is a man of exquisite, yet restrained tastes, who requires 15k per month to live on, and assuming a portfolio yield of 2.3%, he requires only a modest 7.8 million stash to achieve this.
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### Author:  [@JEPG](https://forum.mustachianpost.com/u/JEPG)
#### Post date: [October 14, 2025, 6:59pm UTC](https://forum.mustachianpost.com/t/my-fire-portfolio/15880/37 "2025-10-14T18:59:50Z")
2.3% yield ?
Let me know from which asset classes described above.
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [October 14, 2025, 7:09pm UTC](https://forum.mustachianpost.com/t/my-fire-portfolio/15880/39 "2025-10-14T19:09:10Z")
stocks + real estate. call that a combined 3.5% yield. They represent about 65% of the portfolio, so 65% of 3.5% gives 2.3% average portfolio yield.
EDIT: with his additional data 2% @ 75% gives 1.5% yield, so 12 million.
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### Author:  [@JEPG](https://forum.mustachianpost.com/u/JEPG)
#### Post date: [October 14, 2025, 8:01pm UTC](https://forum.mustachianpost.com/t/my-fire-portfolio/15880/41 "2025-10-14T20:01:15Z")
Letโs round it to 100M.
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### Author:  [@JEPG](https://forum.mustachianpost.com/u/JEPG)
#### Post date: [October 14, 2025, 8:03pm UTC](https://forum.mustachianpost.com/t/my-fire-portfolio/15880/42 "2025-10-14T20:03:39Z")
You also explained you have no withdrawal plans per-se, and have the distributions feeding checking account, so let us fantasize about it ๐
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### Author:  [@JEPG](https://forum.mustachianpost.com/u/JEPG)
#### Post date: [December 5, 2025, 2:54pm UTC](https://forum.mustachianpost.com/t/my-fire-portfolio/15880/45 "2025-12-05T14:54:45Z")
Selling โ you receive the bid price
Buying โ you pay the ask price
Isnโt that a normal situation?
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### Author:  [@Abs\_max](https://forum.mustachianpost.com/u/Abs_max)
#### Post date: [December 5, 2025, 10:17pm UTC](https://forum.mustachianpost.com/t/my-fire-portfolio/15880/47 "2025-12-05T22:17:22Z")
Is it for rebalancing ?
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### Author:  [@Abs\_max](https://forum.mustachianpost.com/u/Abs_max)
#### Post date: [December 6, 2025, 12:40pm UTC](https://forum.mustachianpost.com/t/my-fire-portfolio/15880/49 "2025-12-06T12:40:55Z")
Whatโs the thesis? Are you concerned about super high AGIO of DRPF?
BTW what happened to the merger? Did CSLP merge with STA & Other fund ?
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [December 6, 2025, 2:30pm UTC](https://forum.mustachianpost.com/t/my-fire-portfolio/15880/51 "2025-12-06T14:30:50Z")
I missed the DRPF wave. You need to buy more to tank the stock so that I can buy in ๐
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### Author:  [@Abs\_max](https://forum.mustachianpost.com/u/Abs_max)
#### Post date: [December 6, 2025, 3:14pm UTC](https://forum.mustachianpost.com/t/my-fire-portfolio/15880/52 "2025-12-06T15:14:34Z")
Thanks. I also think that DRPF is generally more volatile than everything else. In addition maybe CSLP is facing price pressure due to the merger topic. Apparently merger is blocked due to objections from few investors
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### Author:  [@Abs\_max](https://forum.mustachianpost.com/u/Abs_max)
#### Post date: [December 6, 2025, 3:32pm UTC](https://forum.mustachianpost.com/t/my-fire-portfolio/15880/53 "2025-12-06T15:32:30Z")
BTW. I think one of the reasons for high agio for DRPF is that it is majority residential with 89% of residential holdings in German speaking area. Maybe that drives more valuation. And then for some reason this fund is highly liquid which makes it interesting for traders and year end tax optimizers.
For the new merged fund (whenever that happens), following will be asset distribution. Approx 54% is residential.
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### Author:  [@Abs\_max](https://forum.mustachianpost.com/u/Abs_max)
#### Post date: [December 6, 2025, 3:49pm UTC](https://forum.mustachianpost.com/t/my-fire-portfolio/15880/54 "2025-12-06T15:49:24Z")
Post Liberation day, DRPF had a breakout ๐
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