Jun. 2nd, 2004

markjwilder: (Hippo RAWR!)
Let's say that I participate in a 401(k) plan and have for some time. I'm young (32 in two weeks) and I already have a bit tucked away. I don't mind investing rather aggressively because time is on my side. My investment choices are shown below along with the percentage I currently allocate to each fund. Those allocations were set up eight years ago and haven't really been adjusted since, so that gives you an idea of how often I maintain this. What do you think?

Stocks/Equity (Core)
AIM MID CAP CORE EQUITY FUND A (GTAGX) (20%)
DAVIS NY VENTURE FD CL A (NYVTX) (25%)
ING INTL VALUE FD CL A (NIVAX) (10%)
J HANCOCK US GLOB LRDS GR CL A (USGLX)
ML S&P 500 INDEX FUND CL I (MASRX) (15%)
SELIGMAN COMM & INFO FD CL A (SLMCX) (10%)
STATE STREET AURORA FD CL A (SSRAX)

Stocks/Equity (Non-Core)
ING INTL SMALLCAP GRW CL A (NIGRX) (5%)
MUNDER NETNET FUND CL A (MNNAX) (5%)

Bonds/Fixed Income
PIMCO TOTAL RETURN FUND CL A (PTTAX)
PIMCO HIGH YIELD FD (PHDAX)

Allocation Fund
MFS TOTAL RETURN FUND (MSFRX) (10%)

There is also a cash/preservation fund and some ML "goal Manager" options that I didn't include above.

Also, should I transfer monies that I have in above funds to other funds, or just change how I allocate new funds?

Profile

markjwilder: (Default)
markjwilder

September 2014

S M T W T F S
 123456
78910111213
141516 17181920
21222324252627
2829 30    

Most Popular Tags

Style Credit

Expand Cut Tags

No cut tags
Page generated Sep. 13th, 2025 08:41 am
Powered by Dreamwidth Studios