The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing

URL:  https://boards.fool.com/retirement-plan-allocation-23380358.aspx

Subject:  retirement plan allocation Date:  12/4/2005  10:57 AM
Author:  grouse9932 Number:  48602 of 99742

Hello all:
I have a question regarding asset allocation for a retirement fund which is a 457 Deferred Comp plan.

I am 40 years old, married with a our first child just on the ground. I am in the process of balancing my deferred comp plan which I max out yearly. Currently I have the following funds in my portfolio and the percentages reflect how I am going to balance out current values (100K)and for future contributions:

30% S&P 500 Index (Large cap blend)
25% Small/Mid cap Equity fund (Small/mid cap blend)
20% Russell 1000 Value Index (Large cap value)
15% International Equity Index (International stock)
10% Balanced Growth (Assest allocation)

I have intentional not chosen a bond fund.

My main question is " Does this seem like a reasonable allocation given the personal info above. I am a risk taker but not out to the vary extremes.

(In addition my wife also has the same plan and value with a bit of a different mix)
Thanks in advance for feedback.
Copyright 1996-2020 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us