I've been studying, tweaking my allocations and elections for a couple months now and I still don't have it to where I'd be happy with only rebalancing from time to time. I'm having a bit of trouble deciding which allocation to follow as I've done many calculations and every one of them tells me a different way.
I'll start off with a little info. I'm 28 years old, contributing 15%, gross about 50,000, and want to do a 90/10 stock to bond until I'm in my thirties(I'm very risk tolerant). If you need more info, let me know.
My choices to pick from are:
Stocks
Vanguard Institutional Index Fund Institutional Shares
Vanguard Total Bond Market Index Fund Institutional Shares
Victory EB Diversified Stock Fund
http://i197.photobucket.com/albums/aa57/jaimehelm/Victory1.jpghttp://i197.photobucket.com/albums/aa57/jaimehelm/Victory2.jpg
RidgeWorth Mid-Cap Value Equity Trust
http://i197.photobucket.com/albums/aa57/jaimehelm/RidgeWorth1.jpg
http://i197.photobucket.com/albums/aa57/jaimehelm/RidgeWorth2.jpg
Pyramis Small Company Commingled Pool Class F
http://i197.photobucket.com/albums/aa57/jaimehelm/Pyramis1.jpg
http://i197.photobucket.com/albums/aa57/jaimehelm/Pyramis2.jpg
PIMCO Total Return Fund
http://i197.photobucket.com/albums/aa57/jaimehelm/Pimco1.jpg
http://i197.photobucket.com/albums/aa57/jaimehelm/Pimco2.jpg
I'll start off with a little info. I'm 28 years old, contributing 15%, gross about 50,000, and want to do a 90/10 stock to bond until I'm in my thirties(I'm very risk tolerant). If you need more info, let me know.
My choices to pick from are:
Stocks
Vanguard Institutional Index Fund Institutional Shares
- Symbol: VINIX
- Symbol: VIEIX
- Symbol: VFWSX
- Symbol: GGASX
- Symbol: DODFX
- Symbol: ABEMX
Vanguard Total Bond Market Index Fund Institutional Shares
- Symbol: VBTIX
- Symbol: BPLBX
Victory EB Diversified Stock Fund
http://i197.photobucket.com/albums/aa57/jaimehelm/Victory1.jpghttp://i197.photobucket.com/albums/aa57/jaimehelm/Victory2.jpg
RidgeWorth Mid-Cap Value Equity Trust
http://i197.photobucket.com/albums/aa57/jaimehelm/RidgeWorth1.jpg
http://i197.photobucket.com/albums/aa57/jaimehelm/RidgeWorth2.jpg
Pyramis Small Company Commingled Pool Class F
http://i197.photobucket.com/albums/aa57/jaimehelm/Pyramis1.jpg
http://i197.photobucket.com/albums/aa57/jaimehelm/Pyramis2.jpg
PIMCO Total Return Fund
http://i197.photobucket.com/albums/aa57/jaimehelm/Pimco1.jpg
http://i197.photobucket.com/albums/aa57/jaimehelm/Pimco2.jpg
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