Carpediem
Full time employment: Posting here.
- Joined
- Aug 26, 2016
- Messages
- 770
I'll be the first to admit that I'm not good at math calculations so I have a pretty basic question I need help with. What is my AA based on the info below?
My VG investments:
- VG Wellington - $640k
- VG Wellesley - $155k
VG Wellington has a portfolio composition of 65% stocks / 35% bonds. VG Wellesley has a composition of 39% stocks / 61% bonds.
So what is my stocks vs. bonds allocation based on my investments?
I'm wondering if I should move all my Wellesley investment into Wellington.
Thank you.
My VG investments:
- VG Wellington - $640k
- VG Wellesley - $155k
VG Wellington has a portfolio composition of 65% stocks / 35% bonds. VG Wellesley has a composition of 39% stocks / 61% bonds.
So what is my stocks vs. bonds allocation based on my investments?
I'm wondering if I should move all my Wellesley investment into Wellington.
Thank you.