Please help with Roth IRA investment.

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dfonley
Posts: 11
Joined: Wed Jun 28, 2017 10:14 am

Please help with Roth IRA investment.

Post by dfonley » Thu Jan 11, 2018 7:16 pm

Looking for advice on what to invest my max contribution ($5,500) in my Roth IRA this year.

401k Allocation - Shares
90.90% stocks
7.79% bonds
1.33% short term investments

VINIX - 75.93% - 16.987
BTC LIFEPATH 2050 - 16.44% - 51.458
PIM Total RT INST - 7.63% - 41.835

I get 3% from work and I contribute 6%.

Roth IRA - Shares
VYM - 34.510
VNQ - 33.852

Dividends being reinvested

Would appreciate any advice. New to investing. Thanks
Last edited by dfonley on Thu Jan 11, 2018 9:12 pm, edited 1 time in total.

PFInterest
Posts: 685
Joined: Sun Jan 08, 2017 12:25 pm

Re: Please help with Roth IRA investment.

Post by PFInterest » Thu Jan 11, 2018 8:59 pm


dfonley
Posts: 11
Joined: Wed Jun 28, 2017 10:14 am

Re: Please help with Roth IRA investment.

Post by dfonley » Sat Jan 13, 2018 10:56 pm

More help please.

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arcticpineapplecorp.
Posts: 2476
Joined: Tue Mar 06, 2012 9:22 pm

Re: Please help with Roth IRA investment.

Post by arcticpineapplecorp. » Sat Jan 13, 2018 11:03 pm

PFInterest is telling you to go to the following link:

viewtopic.php?t=6212

and repost using that format ("asking portfolio questions") because it's very hard (and not wise) to give information when we know so little about your circumstances. The more you provide, the better answers you'll get. You want specific tailored answers that help you, right?

Also, people do not memorize mutual fund tickers, so can you please provide the full names of the mutual funds along with the expense ratios? Thanks.
"Invest we must." -- Jack Bogle | “The purpose of investing is not to simply optimise returns and make yourself rich. The purpose is not to die poor.” -- William Bernstein

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