As for the allocation, it appears ok for your age and risk level but you didn't build in any cash position (maybe 10-20%).Thank you for the advice on transferring the account and my proposed allocation. However, I don't understand the reasoning behind having that large of a cash position in this account (I'm not saying that I think you're wrong, I just like to understand the reasoning before I make any decisions). What purpose would a cash position of that size accomplish that an inflation-linked bond fund wouldn't?
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<