Financial Plan
Asset Allocation by Type
Equities 85%
U.S. 61%
Large growth: VIGIX 22% (38% of 401k)
Large value: VIVIX 22% (38% of 401k)
Small: ?? (Roth?)
REIT: VGSIX (100% of Roth)
International 24%
?? iShares or VG ETFs in taxable
Aggregate bonds: PTTRX 15% (24% of 401k)
By Account
401k: $14k/yr max = 38% VIGIX, 38% VIVIX, 24% PTTRX
Roth: $4k/yr max = 100% VGSIX? NAESX?
Taxable: everything else = international, tax managed small/value if I run out of room in Roth (BRSIX?)
Discussion threads:
EsppAsSavings
FinancialPlanInquiry
RatingBondFunds
DomesticEquityCheatsheet
CategoryPersonalInfo
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