bean29
Junior Associate
Joined: Dec 19, 2010 22:26:57 GMT -5
Posts: 9,887
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Post by bean29 on Dec 28, 2016 18:55:38 GMT -5
Looking at my 401K performance, I am going to streamline my investments to index funds for the most part.
The ones I plan to keep are:
Vanguard Mid-Cap Index Adm Shs Vanguard 500 Index FD ADM SHS Vanguard SM-CAP Index FD Adm
The other fund I have in this portfolio that has performed pretty well is Perkins Mid Cap Value CLI I am not sure why its YTD performance blows that of the Vanguard Mid Cap away, not sure if I should keep it or it and just go with the vanguard funds.
So if I go with these three funds do I just do 33/33/34? or should there be some other allocation. I am 52. Will probably work until 65.
Thanks for your help!
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bean29
Junior Associate
Joined: Dec 19, 2010 22:26:57 GMT -5
Posts: 9,887
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Post by bean29 on Dec 31, 2016 20:38:04 GMT -5
Thanks WXYZ!
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bean29
Junior Associate
Joined: Dec 19, 2010 22:26:57 GMT -5
Posts: 9,887
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Post by bean29 on Dec 31, 2016 23:13:50 GMT -5
I set the changes up for the new year. This is my 401k with my current employer and since they have the ETF's as investment choices it was relatively easy.
I have another one to review soon too. That is from a former employer, and I don't want to roll it in with this one.
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