#1
|
|||
|
|||
Good Index Fund for Roth IRA
|
#2
|
|||
|
|||
Re: Good Index Fund for Roth IRA
If you look at the fees, the first one is quite a bit less in terms of % it charges.
Why did you decide on those 2? Vanguard probably has 100s on their website, just curious as to your thought process to buy these ones over all the others? |
#3
|
|||
|
|||
Re: Good Index Fund for Roth IRA
FWIW, while I day trade stocks, I have allocated a portion of my port for long term investing... In that portion of my port, coincidentally, I add monthly to 2 funds (not vanguard)... one is a Mid Cap fund, and the other is a Global growth fund.
|
#4
|
|||
|
|||
Re: Good Index Fund for Roth IRA
[ QUOTE ]
Why did you decide on those 2? Vanguard probably has 100s on their website, just curious as to your thought process to buy these ones over all the others? [/ QUOTE ] I have my 401K with Fidelity, so I wanted to do something with Vangaurd in my own ROTH IRA. So I looked at the Vangaurd Index funds and found this one with a lower share price than the Vanguard 500 Index Fund plus its 5 year return is much, much better than the other Vangaurd Index funds I found. As far as the Vangaurd Global Equity, it had the highest rating from Morningstart and the highest return over the past few years. [ QUOTE ] FWIW, while I day trade stocks, I have allocated a portion of my port for long term investing... In that portion of my port, coincidentally, I add monthly to 2 funds (not vanguard)... one is a Mid Cap fund, and the other is a Global growth fund. [/ QUOTE ] QUESTION: What percentage do you put in the Mid Cap and what percentage do you put in the International? |
#5
|
|||
|
|||
Re: Good Index Fund for Roth IRA
vind, start off with 50/50 and see how it goes... you can adjust to either rebalance or under/overweight when you make your annual (?) additions to your IRA, based on your analysis at that time.
|
#7
|
|||
|
|||
Re: Good Index Fund for Roth IRA
I was looking at VTSMX but this:
YTD Return: 2.88% 5y Avg Return: -1.73% turned me off on it. The VIMSX had: YTD Return: 9.08% 5y Avg Return: 7.43% And VHGEX: YTD Return: 5.04% 5y Avg Return: 10.43% I'm going to put $1000 in VIMSX & VHGEX today before the market closes. I'm keeping $2000 out to see how the funds do and readjust a deposit in them in a month or so. Thanks for the feedback! |
|
|