… Corporate VWEAX 102,125 7.23 Herb IRA: Vanguard International Value VTRIX 5,192 0.37 Herb IRA: Vanguard Mid Cap Index VIMAX 19,695 1.39 Herb IRA: Vanguard Prime Money Market VMMXX 47 0.00 N/A Herb IRA: Vanguard PRIMECAP Core VPCCX 15,696 …
… s which may never be needed, split between hcn and ryotx. my wife's ira is split evenly between vsmax, vemax, vlcax, vimax . do not currently need to withdraw any $ from the ira's. my wife's ira 10% as large as mine so the considerations below …
… GE - 3.5% Intel - 8% Intrepid Sml Cap (ICMAX) - 2% Mathews Asia Div. Investor (MAPIX) - 2% VG MidCap Index Adm ( VIMAX ) - 8% Yacktman (YACKX) - 15% She also has a low 6 figures in the bank half of which I also want to invest. All suggestion …
… Income): 6% VAPIX (TIPS): 5% Blend VWENX (Wellington): 18% VWIAX (Wellesley): 6% Equity VDIGX (Dividend Growth): 19% VTSAX (Total Stock Mkt IDX): 9.5% VPMAX (PrimeCap): 5.5% VIMAX (Mid-Cap IDX): 2% Thanks
I presently own Vanguard Primecap Core (VPCCX) and Vanguard Mid Cap Index ( VIMAX ) in my taxable account and looking for a tax efficient large cap value fund that would complement these funds but without too much overlap. I would appreciate any suggestions. Thanks
… portfolio. Presently I have about 60% stocks, 30% bonds and 10% cash invested as follows: Taxable VMATX, VFWAX, VPCCX, VIMAX , XOM, I BONDS, SLADX, JOE, XLB. Tax Deferred VBTLX, BCSIX, LSBRX, TRREX, VFICX. I was thinking of selling almost …
… have helped of late. So if you have rather modest expectations, this fund should do the job for you. Vanguard Mid Cap Index VIMAX This fund differs from extended-market indexes in that it just covers mid-caps rather than mid- and small caps. It charges …
… A MLPs, Other Alts? Complex Portfolio Domestic 27 VTSAX Total Stock Index Domestic 2 DFLVX DFA Large Cap Value Domestic 5 VIMAX Mid Cap Index Domestic 5 VSMAX Small Cap Index Domestic 5 DFSCX DFA Microcap Int'l 4 VEUSX European Stock Index Int'l 3 …
… following funds and the proportions of each satisfy the Vanguard portfolio watch tool. Vgenx Vgpmx Viviax Vfiax Vsmax Vtiax Vgslx Vimax In addition to these funds I have the following in 401k funds: Fsemx Fsiix Fstmx Vinix Again, when all of the above are run …
… stocks and 17% bonds. My goal is to make it 75/25. Our portfolio is composed of these funds: Vanguard Mid Cap Index VIMAX (Roth IRA) 10% Vanguard Small Cap Value Index VISVX (Roth IRA) 12% Vanguard Total Intl Stock Index VGTSX (IRA) 3% Fidelity …