Search found 5 matches

by carlosantaana
Sun Apr 22, 2018 10:24 pm
Forum: Investing - Help with Personal Investments
Topic: Help with Personal Investments, thanks for LOOKING!
Replies: 14
Views: 2297

Re: Help with Personal Investments, thanks for LOOKING!

Thank you every one for their input. I truly appreciate it! I see some of you suggest focusing on a 3-4 funds, also that the expense ratio is less than 0.20%, in addition I see that you suggest 100% equity since Im still young. TAXABLE 100% (VIGAX) Vanguard Growth Index Fund Admiral Shares 0.06% TAX...
by carlosantaana
Sat Apr 14, 2018 6:06 pm
Forum: Investing - Help with Personal Investments
Topic: Help with Personal Investments, thanks for LOOKING!
Replies: 14
Views: 2297

Help with Personal Investments, thanks for LOOKING!

Hey everybody I'm new here, so Id love to get some advice or critique on my investment portfolio, Thanks! Emergency funds: six months of expenses Debt: ( car loan @ 1.9%) Tax Filing Status: (Single) Tax Rate: 25% Federal, 9.3% State State of Residence: CA Age: 28 Desired Asset allocation: 95% stocks...
by carlosantaana
Sun Mar 25, 2018 12:04 am
Forum: Investing - Help with Personal Investments
Topic: Help with current investments!
Replies: 4
Views: 537

Re: Help with current investments!

Thanks for the response ladygeek, very helpful will edit my responses .
by carlosantaana
Sat Mar 24, 2018 6:43 pm
Forum: Investing - Help with Personal Investments
Topic: Help with current investments!
Replies: 4
Views: 537

My 2nd 401k, What is your thoughts?

Hello everyone, just wanted to get some advice and thoughts on my current investment direction. Im currently 28, trying to max out my 401k, thank you guys for your input!!! 1 MassMutual Premier High Yield Fund / High Yield Bond 2 % 2 American Funds EuroPacific Growth Fund /Intl/Global Large Growth 1...
by carlosantaana
Sat Mar 24, 2018 6:23 pm
Forum: Investing - Help with Personal Investments
Topic: Help with current investments!
Replies: 4
Views: 537

Help with current investments!

Emergency funds: six months of expenses Debt: ( car loan @ 1.9%) Tax Filing Status: (Single) Tax Rate: 25% Federal, 9.3% State State of Residence: CA Age: 28 Desired Asset allocation: 95% stocks / 5% bonds Desired International allocation: 35% of stocks Current retirement assets Taxable 15% (VMFFX) ...