floridanurse
Dryer sheet aficionado
Hello all,
I have been addicted to this site for some time now. I will introduce myself in a different thread, but for now, here is my question.
I contribute the max ($16.5) in my 401-k. I'm 37 years old and just 1 year out of grad school. My income is around $130-$150k depending on how much overtime I work. I have a fidelity 401-k.
I will post what is available to me for investment. right now they have me in 100% of the fidelity freedom 2040 fund. They assume i will retire in 2040. However, my plan is to retire at 50 in 2024. at least that is my plan. I have no kids, my only debt is my mortgage of 110k which i intend to pay off in the next 2 years. I am living WAYYYYYYY below my means.
anyway, not to get off track, here are my avail investment options and I would like to ask the forum what they think my best options would be for investment. maybe a % of each type? etc. here are my avail investements..... what would you guys invest in, and how much %?
i'm investing the max and will continue to do so until my ER.
thank you in advance. any questions please ask. At the moment, I have only $21,000 in this 401-k but that will increase by the max every year.
Large Cap
DAVIS NY VENTURE A
FID CAPITAL APPREC
FID CONTRAFUND
IVK GRTH & INC A
APTN 500 INDEX INV
Mid-Cap
COL MID CP OP R4
FID LEVERGD CO STK
FID LOW PRICED STK
MSIF MID CAP GRTH P
Small Cap
ABF SM CAP VAL INV
KEELEY SMALL CAP VAL
MSIF SM CO GRTH P
International
FID INTL DISCOVERY
LZRD EMRG MKTS EQ IS
OPPHMR INTL GRTH Y
Blended fund investments
there are freedom funds for several years...... but i'm in the 2040
FID FREEDOM 2040 (this is what I have 100% invested in right now)
FREEDOM INCOME
FID PURITAN
Bond Investments
Stable Value
FID MGD INC PORT
Income
FID INTERMED BOND
I would love to know what you guys suggest for me. I am brand new to this and just now beginning my education in finance. I'm a Nurse Anesthetist and have only science in my brain at the moment. lol. Thank you.
Moderator edit: this thread was relocated to "FIRE and money because it is a request for investing advice
I have been addicted to this site for some time now. I will introduce myself in a different thread, but for now, here is my question.
I contribute the max ($16.5) in my 401-k. I'm 37 years old and just 1 year out of grad school. My income is around $130-$150k depending on how much overtime I work. I have a fidelity 401-k.
I will post what is available to me for investment. right now they have me in 100% of the fidelity freedom 2040 fund. They assume i will retire in 2040. However, my plan is to retire at 50 in 2024. at least that is my plan. I have no kids, my only debt is my mortgage of 110k which i intend to pay off in the next 2 years. I am living WAYYYYYYY below my means.
anyway, not to get off track, here are my avail investment options and I would like to ask the forum what they think my best options would be for investment. maybe a % of each type? etc. here are my avail investements..... what would you guys invest in, and how much %?
i'm investing the max and will continue to do so until my ER.
thank you in advance. any questions please ask. At the moment, I have only $21,000 in this 401-k but that will increase by the max every year.
Large Cap
DAVIS NY VENTURE A
FID CAPITAL APPREC
FID CONTRAFUND
IVK GRTH & INC A
APTN 500 INDEX INV
Mid-Cap
COL MID CP OP R4
FID LEVERGD CO STK
FID LOW PRICED STK
MSIF MID CAP GRTH P
Small Cap
ABF SM CAP VAL INV
KEELEY SMALL CAP VAL
MSIF SM CO GRTH P
International
FID INTL DISCOVERY
LZRD EMRG MKTS EQ IS
OPPHMR INTL GRTH Y
Blended fund investments
there are freedom funds for several years...... but i'm in the 2040
FID FREEDOM 2040 (this is what I have 100% invested in right now)
FREEDOM INCOME
FID PURITAN
Bond Investments
Stable Value
FID MGD INC PORT
Income
FID INTERMED BOND
I would love to know what you guys suggest for me. I am brand new to this and just now beginning my education in finance. I'm a Nurse Anesthetist and have only science in my brain at the moment. lol. Thank you.
Moderator edit: this thread was relocated to "FIRE and money because it is a request for investing advice
Last edited by a moderator: