Hello. Tess here. Frankly, I'm worried that I don't have any bond investments in my portfolio. This has bothered me for some time now and I'm unsure on how to proceed. For a few years, I could be comfortable with a 70/30 allocation of stocks to bonds/fixed income. I will retire in approx. twelve years, have no credit card debt, and my house mortgage will be paid off before retirement. Cash in a 6 month CD (due to roll over soon) $48,000In Taxable:Vanguard Total Stock Market $64,000Vanguard Tax-Managed Small-Cap Fund $20,000Vanguard Tax-Managed International Fund $22,000Inherited an account at Ameriprise:Riversource Disciplined Equity (AQEAX) (Morningstar gives 3 *'s--Large Blend) $84,000In Roth IRA:Vanguard REIT $9000Would like to purchase VIPSX for my IRA--but of course, can only invest $4,000 this year.T. Rowe Price has the Virginia Tax-Free Bond (PRVAX). Morningstar gives it 4 *'s. YTD return is 4.01%.Any suggestions would be most appreciated. Tess
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra