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Learning, Sharing, and Teaching => Investor Alley => Topic started by: retireatbirth on February 24, 2015, 04:25:11 PM

Title: What do you think of this asset allocation? (Fidelity Spartan funds)
Post by: retireatbirth on February 24, 2015, 04:25:11 PM
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!
Title: Re: What do you think of this asset allocation? (Fidelity Spartan funds)
Post by: wtjbatman 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.