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Re: Too many funds in our portfolio… your recommendations?

I edited the original post to split the percentages into His and Her retirement accounts in order to match what is suggested in the link you provided (the link about asking portfolio questions). That made me recognize that only a tenth of His tIRA is at a different custodian and easy to consolidate....
by ChrisKtdf12
Mon Dec 31, 2012 1:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: Too many funds in our portfolio… your recommendations?
Replies: 22
Views: 1683

Re: Too many funds in our portfolio… your recommendations?

livesoft and retiredjg, first of all, thank you both so much for all your help. We are back to working on this on Monday. Some decisions based on your suggestions: 1) we will continue with Spartan Bond Index Fund for new 401k contributions and not switch to small cap index for new contributions, 2) ...
by ChrisKtdf12
Mon Dec 31, 2012 3:42 am
 
Forum: Investing - Help with Personal Investments
Topic: Too many funds in our portfolio… your recommendations?
Replies: 22
Views: 1683

Re: Too many funds in our portfolio… your recommendations?

No problem having mentioned other funds. We are committed to reorganizing our portfolio into the three fund portfolio, but would like to use the Roth space well. Quiz reply: We had planned to change from Fidelity Spartan Bond Index (FSITX) to Fidelity Spartan Small Cap Index (FUSVX) for all future a...
by ChrisKtdf12
Sun Dec 30, 2012 12:30 am
 
Forum: Investing - Help with Personal Investments
Topic: Too many funds in our portfolio… your recommendations?
Replies: 22
Views: 1683

Re: Too many funds in our portfolio… your recommendations?

The Roth IRAs are really important to us and we want to now put the correct funds in them rather than the funds that we seemed to randomly pick on the first day in January each year. Maybe we should reconsider our past choices for these Roths since a REIT index fund and a short-term corporate bond i...
by ChrisKtdf12
Sat Dec 29, 2012 11:58 pm
 
Forum: Investing - Help with Personal Investments
Topic: Too many funds in our portfolio… your recommendations?
Replies: 22
Views: 1683

Re: Too many funds in our portfolio… your recommendations?

We will add $6,500 in January to each of our Roth IRAs. To limit the Roths to only two funds, does it make sense to keep the Vanguard Inflation Protected Securities (VAIPX) and Vanguard Small Cap Value Index (VISVX) in the Roths and change the Vanguard Strategic Equity Fund (VSEQX) and Vanguard Morg...
by ChrisKtdf12
Sat Dec 29, 2012 11:45 pm
 
Forum: Investing - Help with Personal Investments
Topic: Too many funds in our portfolio… your recommendations?
Replies: 22
Views: 1683

Re: Too many funds in our portfolio… your recommendations?

Thank you all very much for your replies. This has already helped a lot! Peter, we will do all your suggestions to get to 3-4 funds in the taxable account. That was exactly the nudge we needed in order to begin consolidating. livesoft, I just edited our post to add this to the last line: "We al...
by ChrisKtdf12
Sat Dec 29, 2012 11:33 pm
 
Forum: Investing - Help with Personal Investments
Topic: Too many funds in our portfolio… your recommendations?
Replies: 22
Views: 1683

Too many funds in our portfolio… your recommendations?

In trying to make sense of the investments and savings we have accumulated over 35 years of marriage, we came across the Bogleheads website two months ago. As Vanguard Admiral shares account holders, we regret that we never found you before now. We have been studying the Bogleheads wikis and reading...
by ChrisKtdf12
Sat Dec 29, 2012 7:57 pm
 
Forum: Investing - Help with Personal Investments
Topic: Too many funds in our portfolio… your recommendations?
Replies: 22
Views: 1683

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