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by relyeet
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...