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re: Thoughts on This Fund

Posted on 7/23/14 at 2:29 pm to
Posted by wiltznucs
Apollo Beach, FL
Member since Sep 2005
8973 posts
Posted on 7/23/14 at 2:29 pm to
quote:

I'm exposed to small, mid, large, international, and bonds in my 401k. Should I mirror this allocation in my Roth ??


I know some folks that use the Roth as their more playful investment because the dollar figure is typically much lower than in their 401k.

I dont really see any harm in this knowing that your overall portfolio seems to be diversified/balanced and that you arent investing solely in the Roth.

In the overall scheme you want balance across the spectrum of your investments. I dont see any real harm in adding the new fund under the circumstances you outline.
This post was edited on 7/23/14 at 2:30 pm
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