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I am about to deploy a new investment strategy. My intention is to invest 1/3 of my total portfolio into aggressive investments.
I have a self directed brokerage option in my 401k (costs $80/year) which will allow me to buy nearly any mutual fund available (10,000 choices??).
My 401k about 1/3 of my portfolio- so most of my 401k is going to this allocation (my Roth, Rollover, wife's Roth, Wife's rollover and wife's 401k remain intact).
My current asset allocation is:
72% domestic/25% foreign/3% bonds
42% domestic large cap/ 15% domestic mid cap/ 15% domestic small cap/ 15% foreign large cap/ 10% foreign small cap/ 3% diversified bonds
My plan is to allocate:
14% to CGMFX (CGM Focus aggressive large cap growth)
5% to HFTFX (Hennessey Focus 30-aggressive mid cap growth)
5% to BRSIX (Bridgeway Ultra small company market-small and micro cap growth).
6% to PRMSX T Rowe Emerging Markets
2% to TRAMX T Rowe Africa and Middle East
My questions-
anyone own these funds?
anyone have a better suggestion for any of the selections- the foreign selections I am sure I could better if I could find an aggressive international fund.
These will be ~5 year holdings- I will give the idea 5 years to beat the "market" returns I hold in other positions.
If you need to see my current holdings, check my blog.
I have been planning on doing this once my holdings hit 200k, and I am pleased to annouce that my deposits have made up for the market declines in my accounts, so 200k it is! About 60k is being allocated to these aggressive positions.
I have a self directed brokerage option in my 401k (costs $80/year) which will allow me to buy nearly any mutual fund available (10,000 choices??).
My 401k about 1/3 of my portfolio- so most of my 401k is going to this allocation (my Roth, Rollover, wife's Roth, Wife's rollover and wife's 401k remain intact).
My current asset allocation is:
72% domestic/25% foreign/3% bonds
42% domestic large cap/ 15% domestic mid cap/ 15% domestic small cap/ 15% foreign large cap/ 10% foreign small cap/ 3% diversified bonds
My plan is to allocate:
14% to CGMFX (CGM Focus aggressive large cap growth)
5% to HFTFX (Hennessey Focus 30-aggressive mid cap growth)
5% to BRSIX (Bridgeway Ultra small company market-small and micro cap growth).
6% to PRMSX T Rowe Emerging Markets
2% to TRAMX T Rowe Africa and Middle East
My questions-
anyone own these funds?
anyone have a better suggestion for any of the selections- the foreign selections I am sure I could better if I could find an aggressive international fund.
These will be ~5 year holdings- I will give the idea 5 years to beat the "market" returns I hold in other positions.
If you need to see my current holdings, check my blog.
I have been planning on doing this once my holdings hit 200k, and I am pleased to annouce that my deposits have made up for the market declines in my accounts, so 200k it is! About 60k is being allocated to these aggressive positions.
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