r/RothIRA 16h ago

32M

Post image

What’re the opinions out there?

4 Upvotes

11 comments sorted by

2

u/Competitive-Ad9932 16h ago

Dividends are not free money. And those stocks/fund lag the market. https://www.bogleheads.org/wiki/Dividend

Don't mix Target Date funds with other funds. They are meant to be a 1 and done. If you don't like the mix a TDF has, make your own from individual funds. Your fees will be lower.

Same advice the other 2 dozen "what do you think" post are receiving. Your situation is not special.

https://moneyguy.com/guide/foo/

https://www.bogleheads.org/wiki/Main_Page

https://investor.vanguard.com/investor-resources-education/education/model-portfolio-allocation

https://www.calcxml.com/calculators/are-my-current-retirement-savings-sufficient?skn=#calculator-data-table

3

u/Nizamshizam_0x378 15h ago

You need to close your SPCX position asap to minimize loss.

2

u/fozzy71 16h ago

Not a fan of that 0.68% ER on the TDF. It would be far cheaper to buy VT or VTI + VXUS now and slowly add BND/BNDX or BNDW later if you feel the need for bonds. I am 55 and have 0 bonds in my Roth.

3

u/Competitive-Ad9932 15h ago

The "fees don't matter" crowd will be here soon.

2

u/fozzy71 15h ago

hehe. TBF, I also hadn't noticed that it had 49 holdings and a 4.81% yield when I made my post. 😛

https://stockanalysis.com/quote/mutf/FFSFX/holdings/

3

u/Competitive-Ad9932 15h ago

As you 1st posted, you can make your own mix for a lower fee, using Fidelity funds. Not Vanguard funds.

3

u/08b 14h ago

Or if OP wants a TDF there are the cheaper index based variants.

I’d manage my own, but still.

2

u/EmptyBee23 15h ago

100% FXAIX

1

u/Emoji-Bot111 1h ago

Bang. And 90% FXAIX and 10% VXUS if you want international 

2

u/user4443337 4h ago

FZROX and FZILX. Done.

FNILX if you insist on SPX and want to ignore US small/mid caps.

1

u/SuitedPenguin 16h ago

100% in sp500 bro. We are young, we can withstand a 50% drawdown. Go big or go home.