Search found 3 matches

by cenzy
Sun Mar 19, 2017 8:00 pm
Forum: Investing - Help with Personal Investments
Topic: Rebalancing for the first time ever with bad 401(k) options
Replies: 7
Views: 453

Re: Rebalancing for the first time ever with bad 401(k) options

Thanks, Duckie . This was very helpful. I was having a brain block about rebalancing because I was trying to apply principles for one account (e.g., get as much as possible into lower-cost admiral shares) to the scenario with multiple accounts. Obviously if we have one account containing bonds and o...
by cenzy
Sat Mar 18, 2017 8:59 pm
Forum: Investing - Help with Personal Investments
Topic: Rebalancing for the first time ever with bad 401(k) options
Replies: 7
Views: 453

Re: Rebalancing for the first time ever with bad 401(k) options

Taxable at Vanguard -- $11.5K -- 14% 14% ( VTSAX ) Vanguard Total Stock Market Index Fund Admiral Shares (0.05%) His 401k -- $25.7K -- 32% 22% ( HGISX ) Hartford Core Equity Fund Class R4 (0.80%) 10% ( LIGRX ) Loomis Sayles Investment Grade Bond Fund Class A (0.83%) His Roth IRA at Vanguard -- $23....
by cenzy
Sat Mar 18, 2017 3:25 pm
Forum: Investing - Help with Personal Investments
Topic: Rebalancing for the first time ever with bad 401(k) options
Replies: 7
Views: 453

Rebalancing for the first time ever with bad 401(k) options

We are relatively new to investing (started in 2015), although I understand the general principles of keeping costs low and diversifying with index funds instead of picking individual stocks. I am planning to rebalance for the first time ever next month, with the plan being to rebalance every 6 mont...

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