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Old 12-22-2009, 02:12 PM
 
Location: Inwood, WV
69 posts, read 176,315 times
Reputation: 36

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I am reviewing my roth holdings and feel as though my portfolio is maybe a little lackluster. Just curious what funds, index as well as actively managed, everyone holds in their IRA or taxable accounts.

I hold
OAKBX
JAOSX
FCNTX
AMAGX
DODGX
DSERX
JMCVX-would like to find a value index fund to replace this with.

I have tried to build a well balanced, low fee portfolio that I dont have to watch too closely. Anyone have any suggestions for improvement?

Thanks!
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Old 12-22-2009, 08:41 PM
 
Location: Long Branch
390 posts, read 995,987 times
Reputation: 100
Where is your Roth? Do you have access to Vanguard funds without fees?

Added: Does your portfolio match your asset allocation?
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Old 12-23-2009, 08:21 AM
 
Location: Inwood, WV
69 posts, read 176,315 times
Reputation: 36
I have tried to match these funds with my asset allocation as well as possible. My Roth is with Fidelity, and can purchase the Vanguard funds through there, however, I think Fidelity charges an extra out of network fee for Vanguard funds. I have thought of moving everything to Vanguard, but thought that maybe I could construct a portfolio similar in design, with Fidelity.
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