Here are the full fund choices: https://imgur.com/a/RbT2ETB
For the longest time, I’ve just stuck my money in the Fidelity 2065 TDF. I’d prefer to have a traditional 3 fund portfolio, but with a 0.06% ER I thought it was fine and low touch.
Anything on this list that beats it? I’d prefer less than 10% in bonds, but realize that it’s probably not a huge deal.
I’m in my early 30s and have a traditional 3 fund portfolio in my roth IRA, with 4-5% in bonds.
Would rolling my own portfolio be a better move? One consisting of:
state street 500 index, vanguard mid cap index, nuveen small cap index or vanguard small cap index, iShares MSCI EAFE international
Thanks for any help!
For the longest time, I’ve just stuck my money in the Fidelity 2065 TDF. I’d prefer to have a traditional 3 fund portfolio, but with a 0.06% ER I thought it was fine and low touch.
Anything on this list that beats it? I’d prefer less than 10% in bonds, but realize that it’s probably not a huge deal.
I’m in my early 30s and have a traditional 3 fund portfolio in my roth IRA, with 4-5% in bonds.
Would rolling my own portfolio be a better move? One consisting of:
state street 500 index, vanguard mid cap index, nuveen small cap index or vanguard small cap index, iShares MSCI EAFE international
Thanks for any help!
Statistics: Posted by Havertzian — Tue Nov 05, 2024 12:34 am — Replies 2 — Views 124