Sentences with phrase «mostly equity index funds»

Not exact matches

Rough NW mix: 35 % Residence equity 17 % Single Family rental equity 15 % Taxable account (100 % equities — mostly index funds) 25 % 401 (k), 403 (b) & Roth IRAs (that's the equity / bond split) 8 % Cash

For our strategy, we've decided to stay mostly with simple low - cost equity index funds from Vanguard.

Half my pension is in global equities i.e. mostly foreign via an index tracking fund and Fundsmith.