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#1
04-19-2005, 04:42 PM
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 Re: Allocation Update In article <46Z8e.2480$xA5.1536[at]newssvr19.news.prodigy.com> , mrjohns2 [at]sbcglobal.net says... - quote - > Ok, I read over the advice and tried to split the Vanguard Total Stock
All the guidance you could possibly want is at www.ifa.com, including> Market Index into Large and small cap. I assumed 80% large and 20% > small. Across the 2 IRAs, my wife's 403b, and my 401k, we now have this > breakdown: > 50.5% Large > 25% Small > 20% International > 4.5% Bond > Again, 28, married, house. 2 kids in the next 3 years. > Is the 80/20 of the total stock market index a good assumption? Any > good reading on asset allocation? It seems to be the area that books > etc. are least likely to go into specifics. plenty of model portfolios. Mike |
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04-19-2005, 01:09 PM
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| Re: Allocation Update I have some additional data on the total stock market index breakdown. Vanguard shows: Large Cap 64% Mid Cap 26% Small Cap 10% If one wants to break it up to small and large, I would assume that Large is 64% and that small is mid plus small: 36%. Does this make sense? Matt Matthew Johnson wrote: - quote - > Ok, I read over the advice and tried to split the Vanguard Total Stock > Market Index into Large and small cap. I assumed 80% large and 20% > small. Across the 2 IRAs, my wife's 403b, and my 401k, we now have this > breakdown: > 50.5% Large > 25% Small > 20% International > 4.5% Bond > Again, 28, married, house. 2 kids in the next 3 years. > Is the 80/20 of the total stock market index a good assumption? Any > good reading on asset allocation? It seems to be the area that books > etc. are least likely to go into specifics. > Matt |
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#-1
04-19-2005, 10:00 AM
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| Allocation Update Ok, I read over the advice and tried to split the Vanguard Total Stock Market Index into Large and small cap. I assumed 80% large and 20% small. Across the 2 IRAs, my wife's 403b, and my 401k, we now have this breakdown: 50.5% Large 25% Small 20% International 4.5% Bond Again, 28, married, house. 2 kids in the next 3 years. Is the 80/20 of the total stock market index a good assumption? Any good reading on asset allocation? It seems to be the area that books etc. are least likely to go into specifics. Matt |
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| allocation, update |
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