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Message
4-5 fund portfolio & allocation for 35 year investment horizon
Posted on 5/6/15 at 3:37 pm
Posted on 5/6/15 at 3:37 pm
I'm 28
Only debt is truck note
6 month emergency fund - complete
Current IRA/Taxable Portfolio - 40k
Current Holdings - VTSMX, SCHD, VDE, SWTSX, SDRL (
), FKINX, FSC, XOM, T
Looking for funds & approximate allocations for my IRA's and taxable accounts
example:
VTSMX - 50%
VGSIX - 10%
VDIGX - 20%
VWINX - 10%
Blue Chips (XOM, PG, etc) 10%
Only debt is truck note
6 month emergency fund - complete
Current IRA/Taxable Portfolio - 40k
Current Holdings - VTSMX, SCHD, VDE, SWTSX, SDRL (
), FKINX, FSC, XOM, T Looking for funds & approximate allocations for my IRA's and taxable accounts
example:
VTSMX - 50%
VGSIX - 10%
VDIGX - 20%
VWINX - 10%
Blue Chips (XOM, PG, etc) 10%
3
Posted on 5/6/15 at 3:42 pm to SomeGuyFromLA
SCHG
SCHM
SCHA
RPG
all from schwab, all commission free if you have an account
SCHM
SCHA
RPG
all from schwab, all commission free if you have an account
Posted on 5/7/15 at 9:07 am to white perch
bump
Posted on 5/7/15 at 9:19 am to SomeGuyFromLA
Buy more SDRL and average down- it will come back.
I can't help after that.
I can't help after that.
Posted on 5/7/15 at 11:35 am to SomeGuyFromLA
Why bother with individual blue chips? That's why you have those funds. You can see which stocks each fund is invested in.
Here's my mix. Not saying that it's ideal, but it's aggressive and I'm on a similar time horizon as you.
Here's my mix. Not saying that it's ideal, but it's aggressive and I'm on a similar time horizon as you.
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