It’s time for another bi-monthly update on my investment portfolio.
|FSTMX – Fidelity Total Stock Market Index Fund||$12,599||17%|
|VIVAX – Vanguard [Large-Cap] Value Index||$14,082||18%|
|VISVX – V. Small-Cap Value Index||$14,146||18%|
|VGSIX – V. REIT Index||$9,229||12%|
|VTRIX – V. International Value||$8,294||11%|
|VEIEX – V. Emerging Markets Stock Index||$8,040||11%|
|VFICX – V. Int-Term Investment-Grade Bond||$7,726||10%|
|BRSIX – Bridgeway Ultra-Small Market||$2,086||3%|
|Fund Transactions Since Last Update|
|Bought $1,500 of FSTMX on 4/5/07 (36.773 shares)|
Not much going on, I have been contributing a $500 a month to my Solo 401k while trying to build up my cash hoard for a house downpayment. I still plan on tweaking my asset allocation, but I’ve just been distracted by other things and kind of want to wait a full year before making any changes.
All of our Vanguard funds are held at Vanguard.com, where there are no commissions for trading their mutual funds. Currently, everything there is in Roth IRAs, one each for my wife and I. Even though Roth IRAs rock, we haven’t contributed to one this year yet because we might be over the income limits for 2007.
The Fidelity fund is also held in-house at Fidelity, where I have my Self-Employed 401k. Funds are also no transaction fee (NTF) there. It’s a bit annoying that both their Spartan Total US and International funds have high $10,000 minimums, but the 0.10% expense ratio is nice. I could also trade ETFs, but at $20 a trade it’s a bit expensive.
You can see some older posts on how this portfolio came to be here, as well as my previous portfolio snapshots here.