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Re: Portfolio Work

Well, I must say I have been converted from "treasure hunter". It appears I have much work to do to go from 17 funds down to a much more reasonable level! My wife ask me a question relative to the mandatory withdrawals starting at 70.5 Should fund distributions be in the form of cash to ge...
by BogeyT
Sun Mar 24, 2013 7:03 am
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Work
Replies: 17
Views: 1232

Re: Portfolio Work

So what I'm hearing is past performance has nothing to do with future potential. Preservation at 65 is more important than higher return. The following would be a annual rebalance and forget it the rest of the time? Wellington VWELX 50% LS Moderate VSMGX 25% LS Conservative VSCGX 25% I'm guessing we...
by BogeyT
Sat Mar 23, 2013 5:22 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Work
Replies: 17
Views: 1232

Re: Portfolio Work

I calculate the 4 funds mentioned returns about 4.5%. What am I missing? How about this? VGPMX 2% Precious Metals VFSTX 25% Short Term Inv Grade VWEHX 25% High Yield Corporate VIPSX 25% Inflation Protected VEIEX 13% Emerging Mkts VEURX 2% Europe VPACX 2% Pacific VGSIX 2% REIT NAESX 2% Small Cap VTSM...
by BogeyT
Sat Mar 23, 2013 9:56 am
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Work
Replies: 17
Views: 1232

Re: Portfolio Work

IRA Objectives: 55% stock 45% bonds The funds listed are in addition to a cash reserve balance. Transferred funds from another firm to Vanguard and have been trying use VG website tools (i.e. financial engines) to diversify portfolio, maximize return while limiting downside exposure (in as much as t...
by BogeyT
Fri Mar 22, 2013 8:52 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Work
Replies: 17
Views: 1232

Portfolio Work

Have been trying to get a decent IRA portfolio together for a 65 year old not looking to use the money for 3-5 years (if then): I feel I'm spinning my wheels here! What does anyone/everyone think? VDIGX 3.6% Dividend Growth VEXAX 4.5% Extended Market Index VHDYX 3.9% High Dividend Yield VASVX 7.7% S...
by BogeyT
Fri Mar 22, 2013 12:31 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Work
Replies: 17
Views: 1232

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