David, last July you posted your portfolio, have you changed it since that post? That portfolio was not presented correctly, and there was no review, so I'm wondering what it looks like now. http://www.bogleheads.org/forum/viewtopic.php?f=1&t=100015&p=1446581#p1446581
First, thanks for all the excellent advice I've received here. As a result of that I now have a very nice plan for my investments that's 50/50 stocks and bonds spread across taxable and tax advantaged accounts. I am having a slight issue with getting all the way there though...
In my tax advantaged account I'm holding my stock funds - total stock market and total international. Dividends are deposited into a money market fund rather than being reinvested.
When I started I was underweight in international and bonds (in my tax advantaged accounts) so I was simply buying more international in the same account. At this point I'm fairly well balanced between domestic stock and international (40/10) and need to buy more bonds. I don't believe I can transfer the money into a tax advantaged account as I'm over the income limits. Should I just buy it in the taxable account and be done with it or are there other options I'm not seeing?
I think you should post your portfolio as it is now according to our recommended format.http://www.bogleheads.org/forum/viewtopic.php?f=1&t=6212
When times are good, investors tend to forget about risk and focus on opportunity. When times are bad, investors tend to forget about opportunity and focus on risk.