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- Tue Jan 24, 2023 4:19 pm
- Forum: Personal Investments
- Topic: Portfolio Review - SF Bay area tech layoff
- Replies: 1
- Views: 723
Portfolio Review - SF Bay area tech layoff
Emergency funds: 3.2 months Debt: no debts Tax Filing Status: Single Tax Rate: 24% Federal, 9.3% State State of Residence: CA Age: 23 (person 1) Desired Asset allocation: 85% stocks / 15% bonds Desired International allocation: 20% Portfolio Size: $50K Current Retirement Assets: 401k at Fidelity (54.1%) 4.3% SSGA SM/MID CAP () (??%) 32% VANG INST 500 IDX TR (02315M107) (??%) 9.8% VG IS TL INTL STK MK (02315M206) (??%) 8.1% VG IS TOT BD MKT IDX (02315M305) (??%) HSA at Fidelity (7%) 7% FDIC-INSURED DEPOSIT SWEEP (CORE**) (??%) Taxable at Vanguard (8.9%) 1% MICROSOFT CORP (MSFT) (??%) 3.6% VANGUARD TOTAL INTL STOCK INDEX FUND ETF (VXUS) (0.07%) 4.3% VANGUARD TOTAL STOCK MARKET ETF (VTI) (0.03%) 0...