I am debating the makeup of my equity portfolio. I am now primarily cash in taxables with the following mix in non-taxables:
30% Bonds
20% International
30% Domestic Large Cap
20% Domestic Mid Cap
I am considering the following:
40% Small Cap Value
30% Large Cap Blend
10% REIT(s? do I need more than one?)
10% International (probably Europe + Japan)
10% Mid Cap Blend
With fixed income being
40% TIPS
40% 5yr Govvies
20% Money Market
The TIPS go into the non-taxable along with an appropriate amount of the equities.
Any thoughts about this allocation? I know I am a bit low in Large Caps, but I am a big fan of SCV, so I am overweighting it. A think precious metals are now
overpriced, so I have ditched them (for now
)
Your collective wisdom is valued.
PS
I think the tags are
very nice