Re: Help with asset allocation
Anybody want to opine about inflation protected bonds versus regular?
The other thing is that my account is at Fidelity, which has a 2500 minimum on each fund.
So if I went with the allocation Sweeps suggests, my roughly $15,000 Roth balance could be divided like this:
$3750 large cap fund
$3750 small/mid fund
$5250 foreign (inc. emerging markets)
$2250 bond funds (could take $250 out of taxable account to bring this figure up to $2500)
Then I'd just make sure that future contributions didn't go into bonds for a little while to bring the percentage of my portfolio that's in bonds down from the roughly 17% this amount represents.
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