Looking to change asset allocation - Bogleheads.org

5 days ago · Re: Portfolio advice - Looking to change asset allocation Post by bonesly » Sun Feb 02, 2025 7:56 pm eg1 wrote: Sun Feb 02, 2025 7:26 pm I think I will sell 28K from my taxable …

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I Want To Change My Asset Allocation, But... - Bogleheads.org

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Feb 10, 2024 · I want to take on more risk in my asset allocation. I am currently 20% in bonds using Wellesley while the other 80% is VTI, International and the remaining Stocks in …

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Vanguard Equity Income Fund - Any Owners? - Bogleheads.org

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5 days ago · No. I have no good reason to change from my current plan (other than a 5% reduction in my asset allocation back to 40/60, which I'm not worried about and which I could …

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Does My Allocation Make Sense For My Situation? Any Advice?

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so i contribute about $200 a month into a fidelity roth ira (which is about what i can afford given my current job/status as a college student). i have a 70/30 allocation between domestic …

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$50k Inheritance, How To Use? - Bogleheads.org

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1 day ago · If you are looking at long term; 10, 15, 20+ years I would have zero concern putting it to work in the market using a total market index fund. If haven’t spent time thinking about your …

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FAQs about Looking to change asset allocation - Bogleheads.org Coupon?

What is a Bogleheads Forum portfolio?

A widely held portfolio among Bogleheads Forum members is the three fund portfolio. This allocates investments among a U.S. Total market stock market portfolio; a Total International stock market portfolio, and a U.S Total bond market portfolio. Members frequently expand this portfolio to include a fourth asset class, U.S. inflation-indexed bonds. ...

Do Bogleheads add pensions and Social Security to asset allocation?

Some Bogleheads do not add pensions and Social Security to their asset allocation of bond holdings. (Reference: Bogleheads forum post: "Wiki: Asset Allocation - Update "Age in Bonds"?".) Part I: Asset Allocation Guide: How much risk should you take?, CBS Moneywatch, February 3, 2014. ...

What is asset allocation?

Asset allocation means dividing an investment portfolio among different asset classes. Typically these are stocks, bonds, and cash. [note 1] Determining which mix of assets to hold in a portfolio is a personal choice. ...

What is a boglehead 3-fund portfolio?

The point isn’t maximizing returns now—it’s enjoying what you have." The 3-fund portfolio is one popular version of the Boglehead investing strategy. It consists of: U.S. Total Stock Market Index Fund: Covers the U.S. equity market, such as the Vanguard Total Stock Market Index Fund Admiral Shares (ticker VTSAX). ...

What is an example of a good asset allocation?

For example, an investor would be willing to accept a loss of 35% in the portfolio if they held an allocation of (80% stocks / 20% bonds). This table is from the 1970's; performance during other time periods will have different results. The general idea is for investors to select an asset allocation they are comfortable with. ...

What is boglehead investing?

By investing in broad-market index funds, such as total stock or bond market funds, an investor essentially “owns the market.” That approach eliminates the need to pick individual winners and losers. Boglehead investing is rooted in the Efficient Market Hypothesis, which holds that it's nearly impossible to beat the market. ...