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Originally Posted by DAVES
Aggressive retirement portfolio. Sound to me like you are in a retirement date fund where they re balance based on your age. Your numbers 46.77 bonds, 27.47 bonds 25.76% cash. You have or should have or can get a statement of what you hold.
Might be interesting to run it through Morningstar fund x-ray, it is FREE and see what they say about your allocation. It should be close to what you say your allocation is.
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Hi DAVES! I ran my holdings thru the Morningstar fund x-ray. NOTE: nearly 26% of my total investments are in Lincoln's Stable Value Account, no ticker symbol(it's an annuity
), and I don't know how the Morningstar assessment was affected by not including 1/4 of my holdings.
Asset Allocation: Your portfolio is moderately risky.
Diversification: Your overall portfolio style: Core. For most investors, maintaining such broad-based market exposure is a prudent way to invest.
Fees & Expenses: The mutual funds in your portfolio tend to have very low expense ratios.
World Regions: You have a fairly healthy stake in foreign stocks.
Thanks for the suggestion to take that look!
To All, again a big thanks for the opinions and gentle prods. I have more knowledge today than I did 2 days ago (reading until my eyes crossed) but still have a looooonnng way to go. Thanks again, very appreciated!