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Roth Ira 2k8

April 29th, 2008 at 03:43 pm

My first year with an IRA and i am pushing on all cylinders...

2007, Fully Funded $4000
2008, 65% at $3241

I have diversified my portfolio more. thanks to some advice from SA readers.

U.S. Stocks 29.82%
International Stocks 38.80%
Fixed Income 26.93%
Cash 3.85%
Other 0.61%
Not Classified 0.00%

Type Mine SP500
High Yield 2.64% 9.51%
Distressed 0.60% 0.58%
Hard Assets 16.58% 14.00%
Cyclical 17.94% 18.80%
Slow Growth 7.36% 8.10%
Classic Growth 32.91% 32.69%
Aggressive Growth 15.11% 14.11%
Speculative Growth 6.80% 2.17%
Not Classified 0.07% 0.04%

Posted in Retirement | 2 Comments »

2 Responses to “Roth Ira 2k8”

  1. creditcardfree Says:
    April 29th, 2008 at 03:47 pm 1209484063
    1209484063

    Good job on the Roth funding! Did you fund one for your wife, too?

  2. Broken Arrow Says:
    April 29th, 2008 at 03:52 pm 1209484343
    1209484343

    Without knowing anything else but what is listed here, the allocation seems very conservative for a 25 year old....

    Still, congrats on the progress!

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