u/Internal-Analysis-63

40, married, high federal tax bracket.

Note, this is not my "main" account, just something I'm doing on the side. I have 80 pcnt of my funds invested in VTI or something similar.

This is for a taxable brokerage account. Plan on DCAing a steady ammt each month into the follow using fidelity baskets, "smart buy" feature. What are your thoughts? Anything you would tweak or change?

SCHG: 25 percent

VXUS: 20 percent

SPMO: 20 percent

AVUV: 15 percent

SOXQ: 10 percent

AVDV: 10 percent

Hi all, looking for an aggressive 3 fund Portfolio. Currently mid 40s, anticipate working another 20 years.

Thinking: 40 percent VTI, 40 percent VXUS, 20 percent SCHG

I realize there is some overlap there

I'm 40, high earner, not rich yet.

Considering creating steady, DCA contributions to VXUS, VTI, and SCHG every month, 1000 or 2000 in each. And then once a year, with my bonus, adding 20-30k to whatever the laggard is in hopes of getting closer to balanced.

Thoughts? Too complicated?

I have maxed out non-tax retirement accounts, everything else.

This would be a taxable plan in hoping to stick with for next 15-20 years, pivot if needed