Hi everyone,
I'm in my early 30s and new to investing. I have recently created my investor policy statement. Below is my proposed stock/bond allocation based on risk tolerance and what is offered in my current 401k and IRA. I know there are my different ways to make a portfolio, is there anything glaringly wrong with what I plan to do?
Thanks for reading
Desired stock/bond mix is 75%/25%, separated as follows:
S&P 500 Index Fund = 40%
US Small-Cap Market Index fund = 4%
US Small-Cap Value Index fund = 8%
Total International Index Fund = 15%
REIT Index fund = 8%
Bond index fund = 25%
I'm in my early 30s and new to investing. I have recently created my investor policy statement. Below is my proposed stock/bond allocation based on risk tolerance and what is offered in my current 401k and IRA. I know there are my different ways to make a portfolio, is there anything glaringly wrong with what I plan to do?
Thanks for reading
Desired stock/bond mix is 75%/25%, separated as follows:
S&P 500 Index Fund = 40%
US Small-Cap Market Index fund = 4%
US Small-Cap Value Index fund = 8%
Total International Index Fund = 15%
REIT Index fund = 8%
Bond index fund = 25%
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