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401K investments...I have 21 different investments

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  • AJ444
    replied
    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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  • TexasHusker
    replied
    Even with your reductions, you have several thousand invesments.

    Leave a comment:


  • MooseBucks
    started a topic 401K investments...I have 21 different investments

    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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