Portfolio advice for beginner

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baddy05
Posts: 9
Joined: Thu Jan 31, 2008 10:34 pm

Portfolio advice for beginner

Post by baddy05 »

Hello friends,

My apologies if this is the wrong forum. I would like you to review the following portfolio and provide some input or recommend any changes. The $ amount indicates the current value and I intend to keep the % the same with regular contributions as you would have expected.

Age: 35
debt:none
emergency cash: yes

70/30 is the desired asset allocation.

HIS 401K
30% (53K) Vanguard Total Bond Market Index

HER 401K
13% (23K) Vanguard Institutional Index Fund Institutional Shares. (S&P500 Index)

Roth IRA?s
11% (20K) Vanguard Extended Market Index Fund Admiral Shares

Taxable Account
21% (37K) Total International Stock Fund (VXUS, er 0.20)
25% (44K) Total Stock Market (VTSAX er0.07)


Thanks,
baddy
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