Willing to share your Taxable Portfolio?
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Willing to share your Taxable Portfolio?
Gobble Bogle,
This question has been asked, but during my search I haven’t seen very many people share their holdings and % for taxable accounts.
I am currently maxing out all the tax deferred and will be chunking a couple grand a month into a taxable account for years to come (God willing). I’m going to share my current allocation, but would rather hear what those with taxable accounts are doing?
50% - VOO
50% - WVIUX
I know you need to know more about me, etc...but if you are open to sharing with some color....it would be much appreciated.
Happy Thanksgiving
This question has been asked, but during my search I haven’t seen very many people share their holdings and % for taxable accounts.
I am currently maxing out all the tax deferred and will be chunking a couple grand a month into a taxable account for years to come (God willing). I’m going to share my current allocation, but would rather hear what those with taxable accounts are doing?
50% - VOO
50% - WVIUX
I know you need to know more about me, etc...but if you are open to sharing with some color....it would be much appreciated.
Happy Thanksgiving
Walk with the wise and become wise, for a companion of fools suffers harm. |
SCHD 70% DGRO 30%
Re: Willing to share your Taxable Portfolio?
100% VTWAX
Re: Willing to share your Taxable Portfolio?
100% VTSAX
"Simplify, simplify, simplify! I say, let your affairs be as two or three, and not a hundred or a thousand…” - Thoreau
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Re: Willing to share your Taxable Portfolio?
VTSAX and VTIAX (the latter holds my desired international allocation)
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Re: Willing to share your Taxable Portfolio?
82% VTSAX
18% VBTLX
18% VBTLX
Re: Willing to share your Taxable Portfolio?
All ETFs as at Schwab
VTI (Total mkt) 48%
IXUS (interntl) 16%
VTEB (Muni bond) 36%
VTI (Total mkt) 48%
IXUS (interntl) 16%
VTEB (Muni bond) 36%
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Re: Willing to share your Taxable Portfolio?
OP
my taxable consists of 26K cash and 19K in Apple shares, which is less than 1% of my entire 2.09 million portfolio majority is tax deferred (457) and Roth IRA
my taxable consists of 26K cash and 19K in Apple shares, which is less than 1% of my entire 2.09 million portfolio majority is tax deferred (457) and Roth IRA
Last edited by retire2022 on Sat Nov 28, 2020 3:54 pm, edited 1 time in total.
Re: Willing to share your Taxable Portfolio?
Our taxable portfolio has been acquired over decades and holds shares (in no particular order, rank, percentage, or value):
VLCAX, VV (Vanguard Large-cap growth index)
VTI Vanguard Total US Stock Market Index
VBR Vanguard Small-cap value index
VEA Vanguard Developed Markets Index
VEU Vanguard FTSE all-world ex-US large cap index
Sometimes there is also some IJS and MTUM in there, but not right now.
There has been some tax-loss harvesting along the way and changes when new products came to the market. If I had cash to invest today and was starting from nothing, then the holdings would not look exactly like our actual holdings, but might be similar. There is no reason to sell shares to tidy up or make the portfolio look pretty because of the tax cost to do so.
VLCAX, VV (Vanguard Large-cap growth index)
VTI Vanguard Total US Stock Market Index
VBR Vanguard Small-cap value index
VEA Vanguard Developed Markets Index
VEU Vanguard FTSE all-world ex-US large cap index
Sometimes there is also some IJS and MTUM in there, but not right now.
There has been some tax-loss harvesting along the way and changes when new products came to the market. If I had cash to invest today and was starting from nothing, then the holdings would not look exactly like our actual holdings, but might be similar. There is no reason to sell shares to tidy up or make the portfolio look pretty because of the tax cost to do so.
Re: Willing to share your Taxable Portfolio?
At Schwab:
VTI: 45%
VXUS: 10%
BND:45%
Used to have VEA and VWO but decided to make it simpler.
I want to be conservative in my taxable account because I can use that money sooner (without penalty), and I am a lot more aggressive in my Roth account since I have 15+ years before I can withdraw it.
VTI: 45%
VXUS: 10%
BND:45%
Used to have VEA and VWO but decided to make it simpler.
I want to be conservative in my taxable account because I can use that money sooner (without penalty), and I am a lot more aggressive in my Roth account since I have 15+ years before I can withdraw it.
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Re: Willing to share your Taxable Portfolio?
We throw a fair amount in here every month, at the moment, here are the holdings:
VDE - 4.86% (Energy)
VWO - 4.76% (Emerging Markets)
VGK - 5.30% (Europe)
VHT - 4.39% (Health Care)
VNQ - 1.63% (Real Estate)
VOO - 9.66% (S&P 500)
VXUS - 19.36% (Total International)
VTI - 50.03% (Total Stock Market)
Many of those >10% holdings were pre-BH
Now, the money is split between VXUS and VTI when invested.
VDE - 4.86% (Energy)
VWO - 4.76% (Emerging Markets)
VGK - 5.30% (Europe)
VHT - 4.39% (Health Care)
VNQ - 1.63% (Real Estate)
VOO - 9.66% (S&P 500)
VXUS - 19.36% (Total International)
VTI - 50.03% (Total Stock Market)
Many of those >10% holdings were pre-BH
Now, the money is split between VXUS and VTI when invested.
Re: Willing to share your Taxable Portfolio?
100% VTI (total stock market index etf). (Bond fund is in tIRA.)
- goodenyou
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Re: Willing to share your Taxable Portfolio?
Although we max out all qualified plans including Mega Backdoor Roth 401k, we have about 75% of our assets in taxable. That leaves 25% of the portfolio in qualified plans and most of that is taken up with bonds (all of it would be in bonds if one of our 401k plans wasn’t so lousy). So, of the taxable space:
50% Total Stock Market/VTI
30% Cash
15% VWIUX (Tax-exempt bond)
3% Total International
2% Other (I-Bonds, privately held stock)
50% Total Stock Market/VTI
30% Cash
15% VWIUX (Tax-exempt bond)
3% Total International
2% Other (I-Bonds, privately held stock)
"Ignorance more frequently begets confidence than does knowledge" |
“At 50, everyone has the face he deserves”
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Re: Willing to share your Taxable Portfolio?
iudiehard1:iudiehard1 wrote: ↑Sat Nov 28, 2020 3:13 pm Gobble Bogle,
This question has been asked, but during my search I haven’t seen very many people share their holdings and % for taxable accounts.
I am currently maxing out all the tax deferred and will be chunking a couple grand a month into a taxable account for years to come (God willing). I’m going to share my current allocation, but would rather hear what those with taxable accounts are doing?
50% - VOO
50% - WVIUX
I know you need to know more about me, etc...but if you are open to sharing with some color....it would be much appreciated.
Happy Thanksgiving
Our only taxable fund for many years was Vanguard Total Stock Market Index Fund (my favorite fund). As a result of tax-loss harvesting I now hold Vanguard 500 Index Fund (plus a small money-market fund for 500 dividends) in my taxable account.
Best wishes.
Taylor
Jack Bogle's Words of Wisdom: "This business is all about simplicity and low cost. I'm not into all these market strategies and theories and cost-benefit analyses - all the bureaucracy that goes with business. In investing, strip all the baloney out of it, and give people what you promise."
"Simplicity is the master key to financial success." -- Jack Bogle
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Re: Willing to share your Taxable Portfolio?
I am only 50% Boglehead, and what happens to be in my taxable accounts is mainly a matter of history.
Vanguard - This was my first investment account, and it started out 24 years ago with Vanguard S&P 500, Extended Market, Small Cap, Europe, Pacific, and Emerging. VTWAX wasn't available at the time. It has become the account that I pull my half of the household expenses from.
33% in VSMAX
67% in Treasury notes, Vanguard Short Term & Vanguard Ultrashort corporate bond funds
Waterhouse, which become TD Ameritrade, and is now Schwab - This is my second account, opened because Vanguard didn't have brokerage accounts yet. I had lots of adventures buying individual stocks, using stock study tools commonly used by investment clubs. I have eaten my losses, and now I'm
letting my winners run. It has always been 100% stocks. Current holdings:
FDS - Factset
FISV - Fiserv
HD - Home Depot
NVO - Novo Nordisk
Vanguard - This was my first investment account, and it started out 24 years ago with Vanguard S&P 500, Extended Market, Small Cap, Europe, Pacific, and Emerging. VTWAX wasn't available at the time. It has become the account that I pull my half of the household expenses from.
33% in VSMAX
67% in Treasury notes, Vanguard Short Term & Vanguard Ultrashort corporate bond funds
Waterhouse, which become TD Ameritrade, and is now Schwab - This is my second account, opened because Vanguard didn't have brokerage accounts yet. I had lots of adventures buying individual stocks, using stock study tools commonly used by investment clubs. I have eaten my losses, and now I'm
letting my winners run. It has always been 100% stocks. Current holdings:
FDS - Factset
FISV - Fiserv
HD - Home Depot
NVO - Novo Nordisk
- geerhardusvos
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Re: Willing to share your Taxable Portfolio?
Besides some very small amounts in bond index funds (vteb, etc), but 98% of it is in VTSAXiudiehard1 wrote: ↑Sat Nov 28, 2020 3:13 pm Gobble Bogle,
This question has been asked, but during my search I haven’t seen very many people share their holdings and % for taxable accounts.
I am currently maxing out all the tax deferred and will be chunking a couple grand a month into a taxable account for years to come (God willing). I’m going to share my current allocation, but would rather hear what those with taxable accounts are doing?
50% - VOO
50% - WVIUX
I know you need to know more about me, etc...but if you are open to sharing with some color....it would be much appreciated.
Happy Thanksgiving
VTSAX and chill
Re: Willing to share your Taxable Portfolio?
In no order:
VTI
SCHB (because of tax loss harvesting, have also used ITOT as a tax loss partner)
IJS
VIOV (switched from IJS due to lower expense ratio and tax loss harvesting)
VBR (no longer adding, use S&P 600 Value index instead)
VEA (no longer adding, bought before VXUS existed)
VWO (IEMG or SCHE used for tax loss harvest partner but don't have any of those right now)
VXUS (IXUS or VEU used for TLH partner but don't have any IXUS or VEU right now)
This is accumulated over almost 20 years including three major tax loss harvest periods (2008/2009, 2018, 2020).
I do make some extra effort (and sacrifice some realized losses) to try to keep VXUS and VWO consolidated.
VTI
SCHB (because of tax loss harvesting, have also used ITOT as a tax loss partner)
IJS
VIOV (switched from IJS due to lower expense ratio and tax loss harvesting)
VBR (no longer adding, use S&P 600 Value index instead)
VEA (no longer adding, bought before VXUS existed)
VWO (IEMG or SCHE used for tax loss harvest partner but don't have any of those right now)
VXUS (IXUS or VEU used for TLH partner but don't have any IXUS or VEU right now)
This is accumulated over almost 20 years including three major tax loss harvest periods (2008/2009, 2018, 2020).
I do make some extra effort (and sacrifice some realized losses) to try to keep VXUS and VWO consolidated.
- CrazyCatLady
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Re: Willing to share your Taxable Portfolio?
I had VOO (s&p500) and IXUS (total intl). After TLHing in March, I now have 45% VESG (ESG version of VOO), 45% IEFA (developed markets) and 10% IXUS. I'll eventually buy more VOO.
I have VIOV (small cap value) and VTSAX (total US) in my IRA and VTSAX, VTBLX (total bond) and VTMGX (Developed markets) in my 401(k). I also have I Bonds at treasury direct.
I have VIOV (small cap value) and VTSAX (total US) in my IRA and VTSAX, VTBLX (total bond) and VTMGX (Developed markets) in my 401(k). I also have I Bonds at treasury direct.
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Re: Willing to share your Taxable Portfolio?
I have accounts at both Schwab and Vanguard, the Vanguard being the one that I contribute
to now.
Individual Stocks: 1.8%
Vanguard MidCap Index: 7% (VIMAX)
Schwab S&P500: 14%
Vanguard Interm Term Tx Exempt: 20% (VWIUX)
Vanguard Developed markets: 22% (VTMGX)
Vanguard Total Stock Market: 35% (VTSAX)
I would be happiest if I could consolidate this to the bottom three--these are the only funds
I've bought since 2010 when I started believing in the 3-fund portfolio.
The stocks are legacy in that they are from 1997 and 1998, when I first started investing.
In an ideal world, I also wouldn't have the Schwab fund since it spills off capital gains each year....
but its not terrible by any measure. In October of 2008, I actually TLHed much of my portfolio
into Schwab SP500 and there are considerable capital gains there. The next time I'm filling up my DAF
I'll do more clean-up.
to now.
Individual Stocks: 1.8%
Vanguard MidCap Index: 7% (VIMAX)
Schwab S&P500: 14%
Vanguard Interm Term Tx Exempt: 20% (VWIUX)
Vanguard Developed markets: 22% (VTMGX)
Vanguard Total Stock Market: 35% (VTSAX)
I would be happiest if I could consolidate this to the bottom three--these are the only funds
I've bought since 2010 when I started believing in the 3-fund portfolio.
The stocks are legacy in that they are from 1997 and 1998, when I first started investing.
In an ideal world, I also wouldn't have the Schwab fund since it spills off capital gains each year....
but its not terrible by any measure. In October of 2008, I actually TLHed much of my portfolio
into Schwab SP500 and there are considerable capital gains there. The next time I'm filling up my DAF
I'll do more clean-up.
- 5th_Dimension
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Re: Willing to share your Taxable Portfolio?
75% VTSAX
13% VMLUX - Limited Term Tax Exempt Fund
12% VCLAX - CA Long Term Tax Exempt Fund
13% VMLUX - Limited Term Tax Exempt Fund
12% VCLAX - CA Long Term Tax Exempt Fund
Pick up a penny and soon you'll have many.
Re: Willing to share your Taxable Portfolio?
Vanguard Total Stock Market-VTI
Schwab US Dividend-SCHD
Schwab US Dividend-SCHD
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Re: Willing to share your Taxable Portfolio?
VTI 40%
VWO 10%
VEA 20%
SCHG 10%
NTSX 5%
VOHIX 5%
I Bonds 10%
VWO 10%
VEA 20%
SCHG 10%
NTSX 5%
VOHIX 5%
I Bonds 10%
Re: Willing to share your Taxable Portfolio?
VTI
VXUS
VWSUX
VBTLX
Dave
VXUS
VWSUX
VBTLX
Dave
"Reality always wins, your only job is to get in touch with it." Wilfred Bion
Re: Willing to share your Taxable Portfolio?
60% IVV
30% ITOT
10% FXNAX (ran out of deferred space)
30% ITOT
10% FXNAX (ran out of deferred space)
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Re: Willing to share your Taxable Portfolio?
I'm not sharing mine because I fear the wrath of the bogleheads when they see how little I have in international stock funds.
Re: Willing to share your Taxable Portfolio?
78% fskax
15% ftihx
6% NTSX
last 1% in bonds and some individual stock(1/2 a %)
15% ftihx
6% NTSX
last 1% in bonds and some individual stock(1/2 a %)
Re: Willing to share your Taxable Portfolio?
100% VTSAX
80% global equities (faith-based tilt) + 20% TIPS (LDI)
Re: Willing to share your Taxable Portfolio?
VT 8%
BSV 8%
PIMIX 16%
VWIAX (Wellesley) 34%
VWENX (Wellington) 34%
BSV 8%
PIMIX 16%
VWIAX (Wellesley) 34%
VWENX (Wellington) 34%
Re: Willing to share your Taxable Portfolio?
VTI/VTSAX (Vanguard total US market index fund) = 60%
Li Auto (individual stock) = 14%
NIO (individual stock) = 26%
Li Auto (individual stock) = 14%
NIO (individual stock) = 26%
Diversification is protection against ignorance - WB.
Re: Willing to share your Taxable Portfolio?
I do not have much in international either. Do not feel shy. Equities are equities when they drop. The only difference is when they go up - you see some differences.UpperNwGuy wrote: ↑Sat Nov 28, 2020 6:20 pm I'm not sharing mine because I fear the wrath of the bogleheads when they see how little I have in international stock funds.
Re: Willing to share your Taxable Portfolio?
75 percent VFIAX
25 percent VWIUX
25 percent VWIUX
- abuss368
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Re: Willing to share your Taxable Portfolio?
Priceless.UpperNwGuy wrote: ↑Sat Nov 28, 2020 6:20 pm I'm not sharing mine because I fear the wrath of the bogleheads when they see how little I have in international stock funds.
John C. Bogle: “Simplicity is the master key to financial success."
- Peter Foley
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Re: Willing to share your Taxable Portfolio?
Retired, so we have spent a fair amount doing Roth conversions over the past few years. We have gifted much of our appreciated stock holdings to children and grandchildren.
20% SWTSX (Schwab Total Stock Market)
80% Older I-bonds - all paying 3% or better.
20% SWTSX (Schwab Total Stock Market)
80% Older I-bonds - all paying 3% or better.
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Re: Willing to share your Taxable Portfolio?
My taxable account consists of mainly Berkshire.
My retirement accounts are roughly 60/30/10 vti, vea and total bond.
I have some money in India (INDA etf)
My retirement accounts are roughly 60/30/10 vti, vea and total bond.
I have some money in India (INDA etf)
Re: Willing to share your Taxable Portfolio?
VTI - 27% (Total US Mkt)
SLYV - 17% (domestic small value)
VXUS - 15% (Total Int Mkt)
VSS - 13% (International small w/ emerging)
RPV - 8% (domestic mid/large Value)
IJR - 8% (domestic small blend)
DLS - 7% (International small value)
VWO - 5% (Emerging)
SLYV - 17% (domestic small value)
VXUS - 15% (Total Int Mkt)
VSS - 13% (International small w/ emerging)
RPV - 8% (domestic mid/large Value)
IJR - 8% (domestic small blend)
DLS - 7% (International small value)
VWO - 5% (Emerging)
Re: Willing to share your Taxable Portfolio?
Icsh
Schk
Vea
80/15/5
My taxable portfolios main purpose is not for retirement, it’s more of a cash+ savings vehicle.
Schk
Vea
80/15/5
My taxable portfolios main purpose is not for retirement, it’s more of a cash+ savings vehicle.
1 fund
Re: Willing to share your Taxable Portfolio?
I early retired last month. We will be relying on our taxable accounts to fund our expenses in order to obtain the ACA subsidies prior to our reaching Medicare age in about 8 years.
Our taxable accounts represent 43% of our investable assets. Our taxable funds are invested 55% in stocks and 45% in cash/laddered CDs.
My plan is to pull six months of living expenses from either the cash/CD accounts or stock funds when checking/savings balances fall below 3 months expenses. I will determine which bucket to draw from based on tax planning goals and market conditions at the time of withdrawal. Wish me luck.
The 55% stock portion of our taxable accounts are allocated as follows:
51% VTSAX
28% Company Stock accumulated over the past decade or so.
21% Seven stocks that I bought in my pre-Boglehead and during the Great Recession.
Our taxable accounts represent 43% of our investable assets. Our taxable funds are invested 55% in stocks and 45% in cash/laddered CDs.
My plan is to pull six months of living expenses from either the cash/CD accounts or stock funds when checking/savings balances fall below 3 months expenses. I will determine which bucket to draw from based on tax planning goals and market conditions at the time of withdrawal. Wish me luck.
The 55% stock portion of our taxable accounts are allocated as follows:
51% VTSAX
28% Company Stock accumulated over the past decade or so.
21% Seven stocks that I bought in my pre-Boglehead and during the Great Recession.
Last edited by printer86 on Mon Nov 30, 2020 7:59 am, edited 2 times in total.
Re: Willing to share your Taxable Portfolio?
For retirement (I have some total mkt index for college savings)...
Keep in mind this is largely due to having more than half of our retirement savings in a taxable account.
- Tax Managed Cap App + it's tax loss partner S&P500 Idx
- Tax Managed Small Cap + it's tax loss partner US Small Idx
- Dev Markets Idx (was Tax Managed when I started) + it's tax loss partner All world large ex-US
- Depending on who I'm working for right now - some ESPP/RSU which I sell asap
- Tax exempt money market (which receives all new investments initially and all dividends)
Our various IRA's, 401K's etc have the bond allocation and some additional stock but it's all part of the same portfolio.
Keep in mind this is largely due to having more than half of our retirement savings in a taxable account.
- Tax Managed Cap App + it's tax loss partner S&P500 Idx
- Tax Managed Small Cap + it's tax loss partner US Small Idx
- Dev Markets Idx (was Tax Managed when I started) + it's tax loss partner All world large ex-US
- Depending on who I'm working for right now - some ESPP/RSU which I sell asap
- Tax exempt money market (which receives all new investments initially and all dividends)
Our various IRA's, 401K's etc have the bond allocation and some additional stock but it's all part of the same portfolio.
|
Rob |
Its a dangerous business going out your front door. - J.R.R.Tolkien
Re: Willing to share your Taxable Portfolio?
First year of my taxable account!
100% VTI
100% VTI
Re: Willing to share your Taxable Portfolio?
100% Vanguard Total Stock Market Index Fund
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Re: Willing to share your Taxable Portfolio?
Your math is a bit off. 45k/2090k = 2.15%retire2022 wrote: ↑Sat Nov 28, 2020 3:38 pm OP
my taxable consists of 26K cash and 19K in Apple shares, which is less than 1% of my entire 2.09 million portfolio majority is tax deferred (457) and Roth IRA
--Randy Bo Bandy
Grammar and spelling matter. |
Quoting the OP isn't a necessity.
Re: Willing to share your Taxable Portfolio?
I'm not sharing mine because I fear the wrath of the bogleheads when they see how MUCH I have in international stock funds.UpperNwGuy wrote: ↑Sat Nov 28, 2020 6:20 pm I'm not sharing mine because I fear the wrath of the bogleheads when they see how little I have in international stock funds.
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- Location: Colorado
Re: Willing to share your Taxable Portfolio?
A position in VFIAX that I no longer contribute to and a much larger position in NTSX that I contribute to regularly.
Re: Willing to share your Taxable Portfolio?
66% SPY
33% individual muni bonds
1% cash
33% individual muni bonds
1% cash
Re: Willing to share your Taxable Portfolio?
Currently our taxable account represents 32% of our total portfolio.
It houses our entire international allocation (VTIAX/VFWAX) and the rest is US equities (VTSAX/VLCAX).
Within taxable account:
VTIAX- 68%
VFWAX - 11%
VLCAX - 12%
VTSAX - 9%
It houses our entire international allocation (VTIAX/VFWAX) and the rest is US equities (VTSAX/VLCAX).
Within taxable account:
VTIAX- 68%
VFWAX - 11%
VLCAX - 12%
VTSAX - 9%
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Re: Willing to share your Taxable Portfolio?
So I guess some would say that I'm chasing performance and that you're fleeing from performance.Pete12 wrote: ↑Sat Nov 28, 2020 8:49 pmI'm not sharing mine because I fear the wrath of the bogleheads when they see how MUCH I have in international stock funds.UpperNwGuy wrote: ↑Sat Nov 28, 2020 6:20 pm I'm not sharing mine because I fear the wrath of the bogleheads when they see how little I have in international stock funds.
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Re: Willing to share your Taxable Portfolio?
So what am I doing with our taxable accounts? Sadly, waiting with waaaay too much cash for the next huge drop to get some of this cash back into the market. We have a little bit left in a VG international fund with some appreciation, but we will donate it to charity next year when it's time to refill our DAF to get a deduction, which we do every other year.
We used to have a lot in VTSAX that we put in our DAF a few years ago because it had huge gains and we wanted to avoid the taxes. The huge gains came from us tax loss harvesting in about 2009 from the sale of a 500 fund (with losses) and immediately buying VTSAX, which grew a lot over time. One of the problems with TLH is that you will eventually have to pay the IRS later, if you have gains Or not, if you give it away .
So, bottom line,
~10% FTSE
~90% cash
But, that's not all bad since we may decide to help our adult children with down payments for houses
We used to have a lot in VTSAX that we put in our DAF a few years ago because it had huge gains and we wanted to avoid the taxes. The huge gains came from us tax loss harvesting in about 2009 from the sale of a 500 fund (with losses) and immediately buying VTSAX, which grew a lot over time. One of the problems with TLH is that you will eventually have to pay the IRS later, if you have gains Or not, if you give it away .
So, bottom line,
~10% FTSE
~90% cash
But, that's not all bad since we may decide to help our adult children with down payments for houses
Re: Willing to share your Taxable Portfolio?
I’m in for the long haul... thinking 30 or 40 years out hereUpperNwGuy wrote: ↑Sat Nov 28, 2020 9:20 pmSo I guess some would say that I'm chasing performance and that you're fleeing from performance.Pete12 wrote: ↑Sat Nov 28, 2020 8:49 pmI'm not sharing mine because I fear the wrath of the bogleheads when they see how MUCH I have in international stock funds.UpperNwGuy wrote: ↑Sat Nov 28, 2020 6:20 pm I'm not sharing mine because I fear the wrath of the bogleheads when they see how little I have in international stock funds.
Re: Willing to share your Taxable Portfolio?
I hold VWALX, VSMAX, VTIAX, & VTSAX all in taxable. Portfolio is 70/30.
Fools think their own way is right, but the wise listen to others.
Re: Willing to share your Taxable Portfolio?
VTSAX 56%
VTIAX 28%
VWIUX 16%
VTIAX 28%
VWIUX 16%