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Old 04-20-2017, 09:22 PM
$ Saving HS Freshman
 
Join Date: Nov 2016
Forum Posts: 132
Default 401K investments...I have 21 different investments

I currently have 21 different investments in my portfolio and I am looking to get that number reduced down.

Equity - 74.85%
Bond/Fixed Income - 1.5%
Allocation funds - 23.65%

I'm thinking I should sell my allocation funds to balance to 95% Stocks and 5% bonds. My plan for the bonds is to slowly up the allocation % for new purchases and maybe do a re-balance when I get close to retirement.

I'm also going to sell most of my other equity funds as they have significantly higher fees than the Vanguard funds.

Unless advice from here tells me to do something different....I'm updating my elections to:

Stocks
MFS Intl Growth 7%
TIF Intl Equity Series FD 16%
Vanguard Extended Market Index 32%
Vanguard Institutional Index 32%

Bonds
Vanguard Inflation Protected - 3%
Vanguard Total Bond Mkt Index - 10%
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Old 04-21-2017, 05:13 PM
$ Saving College Junior
 
Join Date: Mar 2016
Forum Posts: 1,210
Default

Even with your reductions, you have several thousand invesments.
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Old 04-23-2017, 09:47 PM
$ Saving HS Sophomore
 
Join Date: Jun 2016
Forum Posts: 163
Default

Quote:
Originally Posted by TexasHusker View Post
Even with your reductions, you have several thousand invesments.
Excellent point, even with reducing their 401k holdings to the 6 listed, OP will have the benefit of broad diversification.
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