Retirement Portfolio

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wiseman
Posts: 5
Joined: Sat Nov 04, 2017 12:51 pm

Retirement Portfolio

Post by wiseman » Mon Nov 13, 2017 6:52 pm

My mom's portfolio-
VTSAX- 30%, VBTLX-30%, VDADX- 10%, VDIGX - 10%, VTAPX - 20%. She is right. She wants to retire in a year and wants to make sure she is conservative enough. Any input on these. Any recommendations.

Johm221122
Posts: 5072
Joined: Fri May 13, 2011 6:27 pm

Re: Retirement Portfolio

Post by Johm221122 » Mon Nov 13, 2017 6:59 pm

Please list full names at very least,but more information would be helpful

viewtopic.php?t=6212
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Last edited by Johm221122 on Mon Nov 13, 2017 7:00 pm, edited 1 time in total.

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Sandtrap
Posts: 4639
Joined: Sat Nov 26, 2016 6:32 pm
Location: 10/90 Allocation - HawaiišŸ˜€ Northern AZ.šŸ˜³

Re: Retirement Portfolio

Post by Sandtrap » Mon Nov 13, 2017 6:59 pm

Edit post to a list with fund names.
Thanks jšŸ˜€

wiseman
Posts: 5
Joined: Sat Nov 04, 2017 12:51 pm

Re: Retirement Portfolio

Post by wiseman » Sat Dec 02, 2017 11:19 am

Here are the fund names: VTSAX- Vanguard Total Stock Mkt Index fund Adm shares
VBTLX - Total Bond Mkt
VDADX - Dividend App. Index fund Adm shares
VDIGX - Div Growth Fund Investor Shares
VTAPX - Short Term Inflation Protected Securities Index Fund Adm shares

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ruralavalon
Posts: 13188
Joined: Sat Feb 02, 2008 10:29 am
Location: Illinois

Re: Retirement Portfolio

Post by ruralavalon » Sat Dec 02, 2017 11:28 am

As previously requested by Johm221122 please post this information: "Asking portfolio questions". We will be happy to help, but more detail is needed from you.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started

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