Hi All,
I don't much about this stuff but have a guy who has my money in Blackrock EFTs. He buys what he think is best (he's an FA whose company uses Blackrock...I was with Fidelity with him). I recently sent him a message asking if we should look at a rebalance and he said "we can, based on the market". I'm considering telling him to buy into AI and 5G...thoughts? Let me know if you need more info. Here's what he listed as to where my funds are currently. It's a few hundred K. Our 401K holds most of our investments.
ESGE - ISHARES INC ESG MSCI EM ETF - Emerging Markets
TLH - ISHARES TR 10-20 YR TREAS BD ETF - Domestic Bonds
IVV - ISHARES TR CORE S&P 500 ETF - Large Cap Blend
IJR - ISHARES TR CORE S&P SMALL-CAP ETF - mall Cap Blend
IUSB - ISHARES TR CORE TOTAL USD BD MKT ETF - Domestic Bonds
ESGU - ISHARES TR ESG AWARE MSCI UAS ETF - Large Cap Blend
FALN - ISHARES TR FALLEN ANGELS USD BD ETF - High Yield Bonds
IXG - ISHARES TR GLOBAL FINLS ETF - Specialty
IXN - ISHARES TR GLOBAL TECH ETF - Specialty
EFG - ISHARES TR MSCI EAFE GROWTH ETF - Foreign Large Cap
EFV - ISHARES TR MSCI EAFE VALUE ETF, Foreign Large Cap
USMV - ISHARES TR MSCI USA MINIMUM VOLATILITY FACTOR ETF - other
VLUE - ISHARES TR MSCI USA VALUE FACTOR ETF - Large Cap Value
TIP - ISHARES TR TIPS BD ETF - Domestic Bonds
IYE - ISHARES TR U S ENERGY ETF - Specialty
GOVT - ISHARES TR U S TREAS BD ETF - Domestic Bonds
COMT - ISHARES U S ETF TR COMMODITY DYNAMIC ROLL STRATEGY ETF -
Large Cap Value]
RFI - LIQUID INSURED DEPOSITS - Cash (about $5K here)
Thanks.
I don't much about this stuff but have a guy who has my money in Blackrock EFTs. He buys what he think is best (he's an FA whose company uses Blackrock...I was with Fidelity with him). I recently sent him a message asking if we should look at a rebalance and he said "we can, based on the market". I'm considering telling him to buy into AI and 5G...thoughts? Let me know if you need more info. Here's what he listed as to where my funds are currently. It's a few hundred K. Our 401K holds most of our investments.
ESGE - ISHARES INC ESG MSCI EM ETF - Emerging Markets
TLH - ISHARES TR 10-20 YR TREAS BD ETF - Domestic Bonds
IVV - ISHARES TR CORE S&P 500 ETF - Large Cap Blend
IJR - ISHARES TR CORE S&P SMALL-CAP ETF - mall Cap Blend
IUSB - ISHARES TR CORE TOTAL USD BD MKT ETF - Domestic Bonds
ESGU - ISHARES TR ESG AWARE MSCI UAS ETF - Large Cap Blend
FALN - ISHARES TR FALLEN ANGELS USD BD ETF - High Yield Bonds
IXG - ISHARES TR GLOBAL FINLS ETF - Specialty
IXN - ISHARES TR GLOBAL TECH ETF - Specialty
EFG - ISHARES TR MSCI EAFE GROWTH ETF - Foreign Large Cap
EFV - ISHARES TR MSCI EAFE VALUE ETF, Foreign Large Cap
USMV - ISHARES TR MSCI USA MINIMUM VOLATILITY FACTOR ETF - other
VLUE - ISHARES TR MSCI USA VALUE FACTOR ETF - Large Cap Value
TIP - ISHARES TR TIPS BD ETF - Domestic Bonds
IYE - ISHARES TR U S ENERGY ETF - Specialty
GOVT - ISHARES TR U S TREAS BD ETF - Domestic Bonds
COMT - ISHARES U S ETF TR COMMODITY DYNAMIC ROLL STRATEGY ETF -
Large Cap Value]
RFI - LIQUID INSURED DEPOSITS - Cash (about $5K here)
Thanks.