Earl E Retyre
Full time employment: Posting here.
- Joined
- Jan 1, 2010
- Messages
- 541
Hi all,
I wanted to get your opinions on the following asset strategy. I am fairly conservative and like to invest more in bonds than many of you might like. I am currently with Fidelity but am thinking of moving everything to Vanguard and doing the following:
I wanted to get your opinions on the following asset strategy. I am fairly conservative and like to invest more in bonds than many of you might like. I am currently with Fidelity but am thinking of moving everything to Vanguard and doing the following:
- 22.5% in VWINX: Wellesley Balanced Fund
- 7.5% in VGTSX: Vanguard International
- 10% in VTSMX: Total Market Index
- 7.5% in metals: divided as 50% VGPMX Precious Metals & Mining and 50% GLD ETF
- 7.5% in VGSIX: Vanguard REIT Index
- 45% in bonds: divided as 35% VBMFX Total Bond Market; 10% VWALX High Yield Muni; and 55% specific individual muni’s