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Agressive Portfolio Model

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  • Agressive Portfolio Model

    Hey all,

    I have done a little reading about how to allocate my Roth IRA portfolio. Here is a generic model that I have come up with. Please critique!

    International 20%
    Small Cap 25%
    Large Cap Growth 25%
    Large Cap Value 20%
    Bonds 10%

    I know this is agressive but I am 24 years old and I will not be needed my money for a while!

  • #2
    Looks OK. No Mid cap?

    Comment


    • #3
      Just ok Jim? LOL. Would you replace the small with mid cap?

      Comment


      • #4
        Originally posted by tifnglen View Post
        Just ok Jim? LOL. Would you replace the small with mid cap?
        Depends on what you want to accomplish. Some people believe there is no mid cap asset class, as many small cap funds hold 50% mid caps anyway.

        I would NOT replace small with mid caps. I might break small cap up to 15% and make mid cap 10% or similar breakdown.

        Comment


        • #5
          You could always get a Large Cap Core fund and knock down that percentage to Large Caps to 35%. Then u have room for midcaps!

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