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Personal Investments • 3 Fund Portfolio in Roth vs Brokerage Account

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Thank you for your reply and resources! That is such a great starting point. I am able to max out the Roth every year therefore the $30k that I want to invest in would all be going into the taxable account. The assymetric split you suggested makes a lot if sense and I have to figure out allocation to Bonds since we are now all expecting for interest rates to be cut in September. Thoughts on the SPYG ETF vs the SCHG ETF as a starting point for the TFPortfolio?

Statistics: Posted by mvaquera — Sun Aug 25, 2024 10:01 pm — Replies 4 — Views 280



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