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i think you pretty much nailed your 70/30 desired allocation and have the proposed funds placed optimally in the most tax-efficient accounts Bond 29.1% International Stock 21.4% US Stock 49.6% was that the balance between domestic/international stocks you had in mind? not sure i added anything here...

mmicha: Excellent portfolio: Suitable stock/bond allocation, low cost, diversified, tax-efficient and simple to understand and maintain. Large savings account with its low return seems unnecessary but perhaps it is for a special need. Congratulations and best wishes. Taylor What would you recommend...

Hello, I'm a new Boglehead trying to finally get my finances allocated correctly. I've finished reading two Boglehead Books and finally sold off some high cost funds from a manage portfolio I was in. Now I'm am ready to start getting things allocated the right way. A bit about me, I'm 31 years, sing...

I appreciate the feedback. I've already done a bit of reading and really like Jack Bogle's views regarding it. I've read Bogleheads Guide to Investing, as well as Common Sense Investing by Jack himself. I'm just wondering if there is any value in any of the funds I've got. Mostly before I hit the se...

Hello, I'm looking for some advice. I've just turned 31, and I've been investing with Chase for about 3 years. I've not been vary happy with the returns, which if I go off of my cost basis as of today my total is: $5,300. This account is a taxable account, and has about 84k in it. I feel over 3 year...

I've been trying to reallocate some of my money that is currently in a taxable account. I'm just nervious to sell it because I don't understand the effects it will have on taxes at the end of the year. The money has been moved to Vanguard through an "in kind" transfer. I understand that co...

I think gains on "covered" shares move and those on "uncovered" shares might not. It may be possible to enter the correct basis manually; it can at some brokers. Prior to current law on basis reporting losing track of the basis when changing brokers was probably par for the cour...

Hello, I am a fairly new boglehead. I decided after reading a book or two that I wanted to move my money to Vanguard. However, I have money in a taxable account that was with another institution. I moved it "in kind" to Vanguard Brokerage Services. My question is in regard to the unrealize...

Yea, I was afraid all this stuff I've got in this managed portfolio is going to be dangerous with taxes. Looking at it, I've got unrealized gains of: $4,636.00 If I dig in to each fund, you are correct some have short & long term gains. This is a lot for a newbie to figure out, would of been a l...

Hello, I'm 30 yrs. old and looking for some assistance in getting my portfolio(s) in order. I'd been investing with Chase Bank with my Roth IRA and a taxable "managed portfolio" they sold me ;-(. IHowever, I'm starting to learn as I get older and am looking to handle it myself and avoid th...

[Merged with the above thread - admin LadyGeek] Hello, I have been getting interested in doing investing on my own. I've just read the Bogleheads Book on investing, but still have questions and am a rookie. I opened a Vanguard account (taxable) and currently have 10k sitting in a money market accou...

Hello, I'm looking for some help on investing. I inherited a sum of money about 3 years ago, and currently have it invested with a bank. It is broken down below... Now I'm feeling I'm probably getting taken by commisions and load fees that they hit on me in my ira, and that it can't be that difficul...