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Personal Investments • Does this make sense?

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So I just started investing in Roth IRA at Schwab jumping in with a whopping $100, the portfolio builder and suggestions that I picked are SWPPX 45% SWSSX 15% SWISX 20% SWAGX 15% I also put $5 in SWHFX...I was looking at my work 401k using a free advisor alight Edelman Financial Engines and it suggested SFNEX 10% SWHFX 0% SWISX 22% SWPPX 31% SWSSX 4% SWTSX 18% SWMCX 10% SWAGX 5%

How does it make sense to have the total stock and the small, mid and large caps?

Statistics: Posted by DaBears41230 — Tue Jul 30, 2024 11:23 pm — Replies 5 — Views 427



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