Personal Investments • 401k Fund Selection

I'm currently invested 100% in FXAIX in my 401ks. I've recently discovered the Bogleheads community and due to my age (55) feel like I may want to diversify into a Boglehead style simple three fund portfolio. For AA I'm thinking I'd be comfortable with an 80 / 20 split now and slowly reallocate towards 60 /40 as I get closer to age 67. I plan to work for at least 10 to 12 more years and need to make up for lost time. I currently have 450k split between my current 401k and a rollover 401k, all at Fidelity. Also, an 80k emergency fund in spaxx.

I have access to the full array of Vanguard target funds or the following Fidelity index funds:

Available Index Funds
- Bonds FXNAX
- International Stock FSGGX
- US Stock FXAIX
- Mid Cap FSMAX
- Real estate FS RNX

I'm open to any opinions or suggestions.
Thanks in advance.

Jason

Statistics: Posted by jascolli — Sun May 19, 2024 4:51 pm — Replies 1 — Views 28

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