LRDave
Thinks s/he gets paid by the post
$300K in fido IRA. Age 54 - retirement goal is Q3 2020 (Pensions kick in, SS for me (may defer), retirement home paid off.)
I have 19 funds in my IRA, including 4 I just moved over from MSSB that I have already converted to cash. I'd like to go boglehead-ish/coffee house-ish/couch potato-ish but stay with fido. Moderate to moderate+ on risk.
What about this portfolio?
Fund Level Amt Exp Ratio
Spartan 500 Index (FUSVX) adv. $110K .07
Spartan Inter. Bond Index (FIBAX) adv. $110K .10
Spartan Small Cap Index (FSSPX) inv. $ 25K .31
Spartan Real Estate Index (FRXIX) inv. $ 25K .26
Spartan Global Index (FSGUX) inv. $ 25K .24
Fidelity 4-in-1 Index (FFNOX) $ 5K .23
(Advantage Class needs $100K min. Investor Class needs $10K min. I already own the 4-in-1 and want to keep it for curiousity sake.)
Any and all comments and insights appreciated.
I have 19 funds in my IRA, including 4 I just moved over from MSSB that I have already converted to cash. I'd like to go boglehead-ish/coffee house-ish/couch potato-ish but stay with fido. Moderate to moderate+ on risk.
What about this portfolio?
Fund Level Amt Exp Ratio
Spartan 500 Index (FUSVX) adv. $110K .07
Spartan Inter. Bond Index (FIBAX) adv. $110K .10
Spartan Small Cap Index (FSSPX) inv. $ 25K .31
Spartan Real Estate Index (FRXIX) inv. $ 25K .26
Spartan Global Index (FSGUX) inv. $ 25K .24
Fidelity 4-in-1 Index (FFNOX) $ 5K .23
(Advantage Class needs $100K min. Investor Class needs $10K min. I already own the 4-in-1 and want to keep it for curiousity sake.)
Any and all comments and insights appreciated.