I am 38 and have been investing in this for 4 years. Here is what I invested in:

Blended Fund Investments The Blackrock LifePath Portfolios LIFEPATH 2050 50% (not a mutual fund)

Stock Investments Specialty FID REAL ESTATE 50% (mostly common stock)

I do have more options but I am unsure if I should change my holdings right now. I know I do not want bonds (too conservative) and I think sticking with the LifePath 2050 based on my age is a good idea. Does anyone have any input for me? I was thinking of maybe changing from Fid Real Estate to Legg Mason Batterymarch U.S. Small Capitalization Equity Portfolio because the YTD return was 9.19%.


However these are all my options:

Blended Fund Investments LifePath Portfolios LIFEPATH RETIREMNT
Blended Fund Investments LifePath Portfolios LIFEPATH 2015
Blended Fund Investments LifePath Portfolios LIFEPATH 2020
Blended Fund Investments LifePath Portfolios LIFEPATH 2025
Blended Fund Investments LifePath Portfolios LIFEPATH 2030
Blended Fund Investments LifePath Portfolios LIFEPATH 2035
Blended Fund Investments LifePath Portfolios LIFEPATH 2040
Blended Fund Investments LifePath Portfolios LIFEPATH 2045
Blended Fund Investments LifePath Portfolios LIFEPATH 2050
Blended Fund Investments LifePath Portfolios LIFEPATH 2055
Stock Investments Large Cap Growth COL. MARSICO FOCEQ
Stock Investments Large Cap Growth GROWTH FD AMERICA R6
Stock Investments Large Cap Blend COLUMBIA LGCAP IDX
Stock Investments Large Cap Value DODGE & COX STK FD
Stock Investments Large Cap Value COLUMBIA LGCAP VALUE
Stock Investments Mid-Cap Blend COLUMBIA MIDCAP IDX
Stock Investments Small Cap Blend COLUMBIA SMCAP IDX
Stock Investments Small Cap Blend LM BATTERYMARCH SMCP
Stock Investments Foreign COLUMBIA INTL EQUITY
Stock Investments Foreign FID DIVERSIFD INTL
Stock Investments Specialty FID REAL ESTATE
Stock Investments -- VANGUARD TOT STK MKT
Bond Investments Intermed Government VANG INFL-PROT SEC
Bond Investments Intermediate-Term COLUMBIA BOND FUND
Bond Investments Intermediate-Term WA CORE BOND I
Bond Investments Stable Value STABLE VALUE FUND
Stock BAC (Bank of America) COM STK FUND