Search found 5 matches

by sidekick
Mon Jan 09, 2012 12:01 pm
Forum: Investing - Theory, News & General
Topic: The Three-Fund Portfolio
Replies: 2248
Views: 1422285

Re: The Three Fund Portfolio

My own feeling is that age in bonds is too conservative. Also, I am probably more biased (in my thinking) to global than most people. The real question, I suppose, is to look at your own glide path to retirement. How are you doing? 1. If you're about there, and are good with that, you may want to b...
by sidekick
Sun Jan 08, 2012 10:35 pm
Forum: Investing - Theory, News & General
Topic: The Three-Fund Portfolio
Replies: 2248
Views: 1422285

Re: The Three Fund Portfolio

Getting around to my final AA this week after moving almost everything into VG and have read thru this thread and so other pointed to with interest. So, sorry for what might seem so simple a question for you experienced Bogleheads but a 3 fund reads to me as 33/33/33 using Total Stock, Total Bond an...
by sidekick
Thu Dec 22, 2011 7:55 pm
Forum: Investing - Help with Personal Investments
Topic: Asset Allocation advice
Replies: 4
Views: 773

Re: Asset Allocation advice

Understand the point on the 1 / low percent'ers. They were 10% or more allocations in VG portfolio that I am moving the outside assets into. The CFP suggested keeping them and believe reason was these are all in taxable account (need to find my notes) but also considering upping REIT and TIPS if rec...
by sidekick
Wed Dec 21, 2011 11:06 pm
Forum: Investing - Help with Personal Investments
Topic: Asset Allocation advice
Replies: 4
Views: 773

Asset Allocation advice

Recently I posted a rather jumbled post about an upcoming meeting with a Vanguard planner to discuss the plans they had provided. It was jumbled because I tried to enter current AA and the 2 recommendations (Integrated and Consolidate) which lost the formatting and made it difficult to read. My over...
by sidekick
Wed Nov 02, 2011 9:41 pm
Forum: Investing - Help with Personal Investments
Topic: Which proposed Vanguard plan to embrace
Replies: 1
Views: 873

Which proposed Vanguard plan to embrace

Newbie looking take over the management of our scattered assets under Vanguard but the focus is to move the Rollover IRA portfolio (65%) away from a FA fee based account to Vanguard. Finally decided indexed beats fee. All the other non Vanguard assets are in play except His 401k. Quite a hodgepodge ...