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Bond allocation – VBMFX, VFIIX, VCSH, or ???

I am 58 years old and still working. In order to reduce volatility, I have about 40% of my assets in fixed income. A sizable portion of my fixed income allocation in Vanguard Prime Money Market (VMMXX). I am considering transferring it to Vanguard Total Bond Market Index (VBMFX) which has a duration...
by paulg
Mon Feb 11, 2013 1:14 am
 
Forum: Investing - Help with Personal Investments
Topic: Bond allocation – VBMFX, VFIIX, VCSH, or ???
Replies: 11
Views: 1629

Help with fixed income asset allocation for 2012

Married and 55 years old. Seven figure net worth, with 60% allocated to stocks and 40% allocated to fixed income. Currently employed and have six months of expenses emergency fund not included above. Live in California and have a 33% federal and 9% state tax bracket. No need to touch this money for ...
by paulg
Mon Jan 02, 2012 8:17 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with fixed income asset allocation for 2012
Replies: 2
Views: 472

In answer to your questions: a) Some are in taxable accounts and some tax deferred. All the fixed income is in taxable accounts, which I know is bad, but does supply cash which won't trigger additional taxable gains. b) I am adding money to the accounts, about 2% of my porfolio value per year. So ne...
by paulg
Fri Mar 02, 2007 1:48 am
 
Forum: Investing - Help with Personal Investments
Topic: How to get to a base line asset allocation?
Replies: 3
Views: 2413

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