I am running out of tax-deferred space for my investment portfolio. But before going into the problem, here’s some background information.
Background
For tax reasons, it is desirable to place each asset class into the appropriate “investment location” (by “investment location”, I mean whether it is in the traditional IRA, Roth IRA or taxable account). To understand […]
My portfolio gained 1.82% in May 2008, bringing the year-to-date (YTD) return to 2.52%. This is one of the lowest May YTD return in recent years. The YTD return of the benchmark, a 50:50 split between the Vanguard LifeStrategy Moderate Growth fund and the Vanguard LifeStrategy Gowth fund, is still in the red at -2.15%.
Individual […]
After five months of negative or zero returns, the equity markets rebounded in April. My portfolio of 70% equity / 30% fixed income gained 4.61%, ahead of the target benchmark’s 4.01%. With this gain, the portfolio is up 0.69% year-to-date. (The target benchmark is a 50:50 split between the Vanguard LifeStrategy Moderate Growth fund and […]
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