Author Topic: What do you think of this asset allocation? (Fidelity Spartan funds)  (Read 1107 times)

retireatbirth

  • Bristles
  • ***
  • Posts: 259
Hello,

I'm in my early 30s, looking for aggressive growth so I'm not interested in any bonds right now. I'm trying to reach the following asset allocation in the next 3-6 months. These are all Fidelity Spartan index funds. What do you think?

45% FUSVX - Spartan 500
25% FSEVX - Extended Market
10% FSIVX - International Index
10% FPMAX - Emerging Index
10% FSRVX - Real Estate Index

The reason I'm not using Total Market or Global Ex-US is because I want to be able to adjust my large/extended and developed/undeveloped ratios, probably edging towards lower extended and emerging exposure as I get older.

Thanks!

wtjbatman

  • Handlebar Stache
  • *****
  • Posts: 1313
  • Age: 35
  • Location: Missouri
Re: What do you think of this asset allocation? (Fidelity Spartan funds)
« Reply #1 on: February 24, 2015, 04:52:38 PM »
Looks fine to me. I am 31 and don't expect to FIRE for 20+ years, and my AA is:

60% S&P 500
20% Extended Market
10% REIT
5% Emerging International
5% Developed International

So not too far from my own AA.