457b and international stocks - Page 1

Site Notices

2024's Favorite CCW? | PSA Micro Dagger

[ARCHIVED THREAD] - 457b and international stocks

Posted: 8/7/2016 8:37:07 PM EDT

I was reviewing my 457b plan last night and noticed I had 30% allocated to international stocks. I think this might be a big high and would like to reduce that amount so I can invest more in large and medium cap stocks. what are your opinions on this matter?

Current plan

My plan has a ROR YTD of 1.3% with a 5 year ROR of 5.6%. I plan on retiring in 20 years from todays date if that helps.

Posted: 8/8/2016 4:34:10 PM EDT

[#1]

sub 2% ytd? ouch.

You first need to decide what type of strategy you want.

are you a modern portfolio theory guy, or are you somthing else?

Posted: 8/8/2016 7:35:41 PM EDT

[#2]

Modern

Posted: 8/8/2016 7:59:12 PM EDT

[#3]

Quote History

Quoted:
Modern

View Quote

Then you need to find your effcient frontier.

Posted: 8/8/2016 8:33:31 PM EDT

[#4]

Will do. I'll also be on the phone with Nationwide in the morning to discuss why my account is under 2% ytd especially when I pay them 1% of my balance per quarter to manage my account.

Posted: 8/8/2016 9:07:50 PM EDT

[#5]

Quote History

Quoted:
Will do. I'll also be on the phone with Nationwide in the morning to discuss why my account is under 2% ytd especially when I pay them 1% of my balance per quarter to manage my account.

View Quote

Holy smokes man, I thought you were doing it on your own and only paying them fund expenses.

They have you in a managed account and you only netted that. Yeah I'd call them and report back to us.

Posted: 8/8/2016 10:35:02 PM EDT

[#6]

Will do. Thanks for your help

[ARCHIVED THREAD] - 457b and international stocks

General » Business & Investing

Win a FREE Membership!

Sign up for the ARFCOM weekly newsletter and be entered to win a free ARFCOM membership. One new winner* is announced every week!

You will receive an email every Friday morning featuring the latest chatter from the hottest topics, breaking news surrounding legislation, as well as exclusive deals only available to ARFCOM email subscribers.

Warning

Confirm Action

About AR15.COM

Stay Connected

Newsletter

Contact Us