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financial advisor ichina allocation for IRAs...is it good? emanna changes suggest chesthara?


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Posted

Category Concentration
US Equity 82%
Intl Equity 7%
niche sector ETFs 7%
Fixed Income 3%
Commodities 1%
Total 100%
Posted

82%  us equity pettinanka.. inka emi vundhi migilina vataki.. fixed income lo 3% and commodities to 1 % pettina entha .. pettaka poina no difference

Posted
1 minute ago, nag said:

82%  us equity pettinanka.. inka emi vundhi migilina vataki.. fixed income lo 3% and commodities to 1 % pettina entha .. pettaka poina no difference

mi suggested distribution cheppara?

Posted

I would focus on that 82% US Equity.. how  much you are going to invest  on FXAIX or any sp500 ETF based instrument or ticker and how much are on the remaining tickers

Posted

Majority in the first two, i know its a mix of repeating tickers within these categories...that's why asking for rebalancing help

US Equity - Broad
US Equity - Tech
US Equity - Financial
US Equity - Staples
US Equity - Dividend
US Equity - Growth
US Equity - Industrials
Posted

since the portfolio amount is low (close to 125k), would like to know the entire distribution to allocate the 125k...happy to receive specific tickers with their concentration as well

Posted

increase international equity.. Look at canada , it returned 24 % last year. Japan 16 % ..

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