DOXGX

YankeesFan117

Hi everyone, I am 25yM and currently heading into my second year of work. I am meeting with my financial advisor provided through my hospital to review and make changes to my 403b. My current investments are: Approx: 28% VFWSX 27% VIIIX 12% RERGX 9% DOXGX 8% VEMPX 6% DFCEX 3% NRGSX 2% PRRIX 1% HNACX What is your opinion on my portfolio given my age and wanting higher risk? It looks as if I’m in about 50/50 US vs international stocks. Thinking this should be closer to 80/20. What changes would you make? If you comment with initial thoughts, I can dm you a list of the options I have to choose from. It would be much appreciated . Thanks everyone!

lxxxx26

401K portfolio suggestions? New to investing, I have a 401K through my employer. This is the investment lineup currently offered: - BAGIX – Baird Aggregate Bond Fund - Vanguard Institutional 500 Index Trust - Vanguard Institutional Extended Market Index Trust - Vanguard Total Bond Market Index Trust - Vanguard Institutional Total International Stock Market Index Trust - DOXGX – Dodge & Cox Stock Fund - JSNWX – Janus Henderson Small Cap Value Fund - QISCX – Federated Hermes International Small-Mid Company Fund - RERGX – American Funds EuroPacific Growth Fund - Schwab SDB Sweep Program - VIPIX – Vanguard Inflation-Protected Securities Fund - VMFXX – Vanguard Federal Money Market Fund - VPMAX – Vanguard PRIMECAP Fund What portfolio combinations would you recommend? I’m 30 years old BTW.

Key-Mark4536

Same here. It's a good base and charges lower fees (0.03%) than anything else here. Personally I'd put a few percent into foreign companies, and while I don't love any of these options I'd lean toward RERGX. It's an actual international fund (DOXGX is appears to be 80% US) and as much as I'd love to see Emerging Markets take off, EM *funds* are so expensive.

CapC

Hi, looking for feedback on my portfolio. These are my current allocations. I am considering adding BTC somewhere, not sure if I will put it in IRA or cash acct. I'm 38 and have reached a point where I'm not sure what to take for next steps. My only debt is my mortgage. My 401k and IRA are capped annually. I have been dumping all other savings (aside from a static emergency fund and short term savings) into SWPPX. I'm hoping someone can critique my current allocations and provide feedback. I'm also looking for advice on options to consider for my non tax advantaged investments. Non tax advantaged accts: SWPPX. I also have some random shares from cash holiday gifts and the like (msft, appl, nvda, cat, cost). I've never sold anything and owned all of these for several years. Not really sure how to manage taxes if I were to sell and reinvest for diversification or if its a good idea. Roth IRA: I take earnings and rebalance this based on my personal investment plan. 10% NVDA 5% CRWD 5% NLY 25% QQQM 50% AVUV. 401K (roth/traditional 50/50): This is rebalanced annually. 60% DOXGX (DODGX) 40% TRBCX