Vanguard Tax-Managed Small Cap Inv VTMSX
-
Advice sought on asset allocation for my 99 year old mother
… Total Bond Market Index 30% Total Stock Market Index 39% REIT Index 12% I was wondering about some combination of VWINX, VTMSX , and perhaps VTMFX. She receives social security and a small pension Disclosure: I stand to inherit the trust in which her …
-
Simplifying My Portfolio
… 457 plan) VWINX (Her Roth IRA) VWINX (My Roth IRA) USAA CDs U.S. Savings Bonds (EE & I) VTCLX (Taxable account) VTMSX (Taxable account) Cash - Money Markets Simplified Portfolio: DODFX (457 plan) VWINX (Her Roth IRA) VWINX (My Roth IRA …
-
A Conservative Tax-Efficient Portfolio for Retirees
… Retirement Portfolio Holding Allocation % Vanguard Tax-Managed Capital Appreciation VMCAX 20 Vanguard Tax-Managed Small Cap VTMSX 5 Vanguard Tax-Managed International VTMGX 5 Fidelity Short-Intermediate Muni Income FSTFX 13 Fidelity Intermediate Muni …
-
An Aggressive Tax-Efficient Portfolio for Retirees
… Retirement Portfolio Holding Allocation % Vanguard Tax-Managed Capital Appreciation VMCAX 35 Vanguard Tax-Managed Small Cap VTMSX 5 Vanguard Tax-Managed International VTMGX 15 Fidelity Short-Intermediate Muni Income FSTFX 8 Fidelity Intermediate Muni …
-
A Moderate Tax-Efficient Portfolio for Retirees
… Retirement Portfolio Holding Allocation % Vanguard Tax-Managed Capital Appreciation VMCAX 32 Vanguard Tax-Managed Small Cap VTMSX 5 Vanguard Tax-Managed International VTMGX 11 Fidelity Short-Intermediate Muni Income FSTFX 11 Fidelity Intermediate Muni …
-
VTI and Sub-class Asset Allocation
… diversification in terms of subclasses? For example, VTI is low on the small cap side so I am going to balance it out with VTMSX , but in terms of things like value does VTI cover it? Or do I need to look for another fund that focuses just on that?
-
VTMSX Vanguard Tax-Managed Small Cap Adm Fund Analysis, Report, Research, 5 Star Rating – Morningstar
The $10,000 investment minimum could be a tall hurdle for some.Will suffer when small-cap stocks are out of favor.Small-cap funds often suffer from poor tax efficiency, and this fund fills a needed niche in the market.One of the cheapest retail small-cap funds available.Simple, repeatable
-
Overdone on emergency funds, so where to now?
… and can still liquidate in a pinch 5. Convert 25k to ING, split 33k between positions already in our taxable account ( VTMSX /Vanguard Tax-Managed Small cap, VTSMX/Vanguard Total Stk Mkt, VTGMX/Vanguard Tax-Managed Intl) and adjust 401k …
-
A Moderate Tax-Efficient Portfolio for Retirees
… Retirement Portfolio Holding Allocation % Vanguard Tax-Managed Capital Appreciation VMCAX 32 Vanguard Tax-Managed Small Cap VTMSX 5 Vanguard Tax-Managed International VTMGX 11 Fidelity Short-Intermediate Muni Income FSTFX 11 Fidelity Intermediate Muni …
-
An Aggressive Tax-Efficient Portfolio for Retirees
… Retirement Portfolio Holding Allocation % Vanguard Tax-Managed Capital Appreciation VMCAX 35 Vanguard Tax-Managed Small Cap VTMSX 5 Vanguard Tax-Managed International VTMGX 15 Fidelity Short-Intermediate Muni Income FSTFX 8 Fidelity Intermediate Muni …