i want to get this as a bigger poster....https://posterstore.com/au/p/posters-prints/external-brands/game-of-thrones-drogon-and-daenerys-poster/
anyone have any suggestions? this one is also really expensive.
Thank you
They are proposing the following to me: 45 y/o male currently mostly in cash. Based on our discussions and my risk factor, they are saying 70/30 stocks and bonds. THey are saying it would be a blend of fidelity and non fidelity funds/etfs. I would start with about 50k to invest and the fee would be 1.5% and would drop if I chose to put in more money with them:
EDIT: Also, somsone asked why they are including SMAs. fyi...this was based on a bigger portfolio so maybe that is why they included it....but i told them if i start, it would be with a smaller position of maybe 50k...so this chart might look differnet if Im giving them 50k instead of the higher amount this was based off of.
Lastly, fidelity was saying they could help save with tax implications by having someone manage this.
| Asset Class | Percentage |
|---|---|
| Domestic Stock | 51.3% |
| Domestic Large Cap Stock | 35.2% |
| Domestic Mid Cap Stock | 10.0% |
| Domestic Small Cap Stock | 6.1% |
| International Stock | 22.5% |
| Intl Developed Large Cap Stock | 15.8% |
| Emerging Market Stock | 4.0% |
| Intl Developed Mid Cap Stock | 2.4% |
| Intl Developed Small Cap Stock | 0.3% |
| Bonds | 23.5% |
| Muni Inv Grade Bond | 15.4% |
| Other Bond | 6.4% |
| Muni HY Bond | 0.7% |
| Intl Developed Mkt Bond | 0.6% |
| Taxable Dom Inv Grade Bond | 0.4% |
| Taxable Dom HY Bond | 0.0% |
| Convertible Bond | 0.0% |
| Intl Emerging Mkt Bond | 0.0% |
| Short Term | 2.5% |
| Other† | 0.2% |
| Total | 100.0% |
| Fund | Percentage |
|---|---|
| Strategic Advisers Municipal Bond Fund | 21.4% |
| Strategic Advisers Equity Growth SMA* | 18.1% |
| Strategic Advisers Tax-Managed U.S. Large Cap SMA* | 15.1% |
| Fidelity Strategic Advisers Blended International Equity SMA‡ | 12.0% |
| Strategic Advisers Equity Value SMA* | 11.0% |
| Strategic Advisers Tax-Sensitive Short Duration Fund | 3.2% |
| iShares Core S&P Mid-Cap ETF | 3.0% |
| iShares Core MSCI EAFE ETF | 2.8% |
| Fidelity Emerging Markets Index Fund | 2.2% |
| Fidelity Advisor Focused Emerging Markets Fund - Class Z | 1.6% |
| iShares Core S&P Small-Cap ETF | 1.5% |
| JPMorgan Small & Mid Cap Enh Eq ETF | 1.5% |
| Acadian Emerging Markets Investor | 1.3% |
| Fidelity Emerging Markets Fund | 1.2% |
| Schwab US REIT ETF | 1.2% |
| Fidelity Government Cash Reserves | 1.0% |
| DFA Emerging Markets Value I | 0.9% |
| Victory Trivalent International Sm-Cp I | 0.6% |
| Fidelity SAI International Low Volatility Index Fund | 0.6% |
| Total | 100.0% |
They are proposing the following to me: 45 y/o male currently mostly in cash. Based on our discussions and my risk factor, they are saying 70/30 stocks and bonds. THey are saying it would be a blend of fidelity and non fidelity funds/etfs. I would start with about 50k to invest and the fee would be 1.5% and would drop if I chose to put in more money with them:
| Asset Class | Percentage |
|---|---|
| Domestic Stock | 51.3% |
| Domestic Large Cap Stock | 35.2% |
| Domestic Mid Cap Stock | 10.0% |
| Domestic Small Cap Stock | 6.1% |
| International Stock | 22.5% |
| Intl Developed Large Cap Stock | 15.8% |
| Emerging Market Stock | 4.0% |
| Intl Developed Mid Cap Stock | 2.4% |
| Intl Developed Small Cap Stock | 0.3% |
| Bonds | 23.5% |
| Muni Inv Grade Bond | 15.4% |
| Other Bond | 6.4% |
| Muni HY Bond | 0.7% |
| Intl Developed Mkt Bond | 0.6% |
| Taxable Dom Inv Grade Bond | 0.4% |
| Taxable Dom HY Bond | 0.0% |
| Convertible Bond | 0.0% |
| Intl Emerging Mkt Bond | 0.0% |
| Short Term | 2.5% |
| Other† | 0.2% |
| Total | 100.0% |
| Fund | Percentage |
|---|---|
| Strategic Advisers Municipal Bond Fund | 21.4% |
| Strategic Advisers Equity Growth SMA* | 18.1% |
| Strategic Advisers Tax-Managed U.S. Large Cap SMA* | 15.1% |
| Fidelity Strategic Advisers Blended International Equity SMA‡ | 12.0% |
| Strategic Advisers Equity Value SMA* | 11.0% |
| Strategic Advisers Tax-Sensitive Short Duration Fund | 3.2% |
| iShares Core S&P Mid-Cap ETF | 3.0% |
| iShares Core MSCI EAFE ETF | 2.8% |
| Fidelity Emerging Markets Index Fund | 2.2% |
| Fidelity Advisor Focused Emerging Markets Fund - Class Z | 1.6% |
| iShares Core S&P Small-Cap ETF | 1.5% |
| JPMorgan Small & Mid Cap Enh Eq ETF | 1.5% |
| Acadian Emerging Markets Investor | 1.3% |
| Fidelity Emerging Markets Fund | 1.2% |
| Schwab US REIT ETF | 1.2% |
| Fidelity Government Cash Reserves | 1.0% |
| DFA Emerging Markets Value I | 0.9% |
| Victory Trivalent International Sm-Cp I | 0.6% |
| Fidelity SAI International Low Volatility Index Fund | 0.6% |
| Total | 100.0% |