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?
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