retirementguy1
Recycles dryer sheets
- Joined
- Apr 21, 2014
- Messages
- 233
So I recently talked with a FA and he evaluated my AA. He thought that having a total stock market index plus 10% healthcare would be overweight on healthcare since VTI already has a 16% allocation. I'm looking for opinions. I just sold my primary home and have a lump sum to invest so I was going to add the healthcare fund. Small cap and healthcare would be in taxable accounts. I am in the lowest tax bracket.
My future portfolio (all vanguard funds)
40% Total Market
15% US Small Cap
25% Total International
10% REIT
10% Healthcare
My future portfolio (all vanguard funds)
40% Total Market
15% US Small Cap
25% Total International
10% REIT
10% Healthcare