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Forum: Business, Finance, and Investing

06-12-2007, 05:48 PM

Replies: 3

an asset allocation plan

Posted By Jeff W

Re: an asset allocation plan

[ QUOTE ]
right now my ROTH IRA is 100% in the S&P 500 index thru vanguard. so do i want that space for bonds and REITs instead?

[/ QUOTE ]

Yes.

[ QUOTE ]
what are my other options for...

Forum: Business, Finance, and Investing

06-12-2007, 05:39 PM

Replies: 3

an asset allocation plan

Posted By Jeff W

Re: an asset allocation plan

First, do you have tax-deferred space for those bonds and REITs? You should never hold either of those in taxable.

Second, you can't access VINEX or DFEMX. Use ETFs GWX and VWO for those asset...

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