Nope Im not done yet. You don't see the value of mixing 50% dividend with 50% growth? Seriously?
That's not a valid comparison. If there's anything you should learn from my posts here, it's that invalid comparisons can be very misleading in the investing world. You are committing one of the
4 Advisor Moves That Shouldn't Be Legal,
Skewed Benchmarks. Let's look at your fund choices:
AMECX = 70% stocks, 30% bonds
ANEFX = 90% stocks, 10% bonds
Put half in each and you have a total portfolio of 80% stocks, 20% bonds. So first I compared this to the standard 80/20 index fund:
Then of course I realized this still isn't a valid comparison, as the bonds in your fund choices are lower quality, there's an international component, and a bit of separation between growth and value that isn't cap-weighted. This is the best I could come up with to try and match your fund choices: