Yes you're right that wasn't clear. What I meant was that if I roll over my 403b and put it into Wellesley, it would increase my percentage of Wellesley as a portion of my total portfolio.celia wrote: ↑Sat May 21, 2022 1:13 amOP, what does this mean? It doesn’t make sense to me. It’s like saying “I would rollover but my Asset Allocation would change.”Samuel Glover wrote: ↑Tue May 17, 2022 2:52 pm Could I reasonably go higher? I'll be rolling over funds to my Traditional IRA and would love to keep it all in one place, but that would jack up the percentage even more.
You have the same asset allocation or percentage of managed funds in your portfolio regardless if they sit in 1 or 2 or 3 or “n” accounts or at multiple custodians.
Maybe you meant something else?
Thanks for helping me clarify!