Row 8209

Row ID: 8209 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 8209 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

I'm looking for a consensus regarding my Vanguard portfolio.

My Vanguard Roth IRA is 100% VFIAX.

My Vanguard taxable brokerage account is 100% VSGAX.

I set up this allocation back in 2012 and haven't messed with it, I'm at the point now where I'd like to keep heavily investing in my brokerage taxable account (and potentially surpass my IRA value in several years) and I'm starting to doubt my VSGAX allocation and if I should have went more broad.

It seemed silly at the time to have overlap with the S&P, now I'm leaning towards going into VTSAX.

Option A: Transfer my taxable broker VSGAX to 100% VTSAX and call it a day.

Option B: Transfer my IRA from VFIAX to 100% VTSAX and then transfer the funds in my taxable VSGAX to 100% VFIAX.

Is there any advantage to having one of those funds in a taxable account over the other, or no? I have a 401k that's well diversified and a HYSA, I'm just interested in adjusting my vanguard account.

Thanks for your time and feedback!

FieldValue
text I'm looking for a consensus regarding my Vanguard portfolio. My Vanguard Roth IRA is 100% VFIAX. My Vanguard taxable brokerage account is 100% VSGAX. I set up this allocation back in 2012 and haven't messed with it, I'm at the point now where I'd like to keep heavily investing in my brokerage taxable account (and potentially surpass my IRA value in several years) and I'm starting to doubt my VSGAX allocation and if I should have went more broad. It seemed silly at the time to have overlap w…
label r/investing
dataType post
communityName r/investing
datetime 2024-05-18
username_encoded Z0FBQUFBQm5Lakw0QkFfX2NOcXZxem1TTVp5RWNRSDFvQjRhVGFXWmhyaFdDQWVfNVFCQV9HQ3dYNTVOT1FVdmEtX0RHNURRUkNabzZfc3p2aDJJMUxIVG9seFkyNlpiYUE9PQ==
url_encoded Z0FBQUFBQm5Lak9IQnVwdFJDeUFJcTM2U3FjWDZSM3g1Y3ZBTi1hLWdWM3FSemNKczREdk0zc2xwTVlJOFNoYklJRWYyTko4SDUxUjNUbTJrVkEzcWFSdHRhSUU0S3Nqd1dyZHFuaWdqZmVhbnpmM3hvR1ljTE14R0lhZHFCV2ZtcTNFQjM2NVlGRHpyZG5FSjNGSk9ESG9EVzh1MUpBdWNCanliU1Y1UFEzRlNVQmpPSDU4R2tISXppTWVETDZ5a29HX21Ta1VNTTV5

Raw Record

{
  "text": "I'm looking for a consensus regarding my Vanguard portfolio.\n\nMy Vanguard Roth IRA is 100% VFIAX.\n\nMy Vanguard taxable brokerage account is 100% VSGAX.\n\nI set up this allocation back in 2012 and haven't messed with it, I'm at the point now where I'd like to keep heavily investing in my brokerage taxable account (and potentially surpass my IRA value in several years) and I'm starting to doubt my VSGAX allocation and if I should have went more broad. \n\nIt seemed silly at the time to have overlap with the S&P, now I'm leaning towards going into VTSAX. \n\nOption A: Transfer my taxable broker VSGAX to 100% VTSAX and call it a day.\n\nOption B: Transfer my IRA from VFIAX to 100% VTSAX and then transfer the funds in my taxable VSGAX to 100% VFIAX.\n\nIs there any advantage to having one of those funds in a taxable account over the other, or no? I have a 401k that's well diversified and a HYSA, I'm just interested in adjusting my vanguard account.\n\n  \nThanks for your time and feedback!",
  "label": "r/investing",
  "dataType": "post",
  "communityName": "r/investing",
  "datetime": "2024-05-18",
  "username_encoded": "Z0FBQUFBQm5Lakw0QkFfX2NOcXZxem1TTVp5RWNRSDFvQjRhVGFXWmhyaFdDQWVfNVFCQV9HQ3dYNTVOT1FVdmEtX0RHNURRUkNabzZfc3p2aDJJMUxIVG9seFkyNlpiYUE9PQ==",
  "url_encoded": "Z0FBQUFBQm5Lak9IQnVwdFJDeUFJcTM2U3FjWDZSM3g1Y3ZBTi1hLWdWM3FSemNKczREdk0zc2xwTVlJOFNoYklJRWYyTko4SDUxUjNUbTJrVkEzcWFSdHRhSUU0S3Nqd1dyZHFuaWdqZmVhbnpmM3hvR1ljTE14R0lhZHFCV2ZtcTNFQjM2NVlGRHpyZG5FSjNGSk9ESG9EVzh1MUpBdWNCanliU1Y1UFEzRlNVQmpPSDU4R2tISXppTWVETDZ5a29HX21Ta1VNTTV5"
}
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