How Do I Allocate Funds in My Portfolio?

Ramsey Everyday Millionaires

Ramsey Network

Careers, Business, Investing

4.6 • 3.6K Ratings

🗓️ 11 May 2022

⏱️ 3 minutes

🔗️ Recording | iTunes | RSS

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Summary

Listen to how ordinary people built extraordinary wealth - and how you can too. You’ll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, John Delony, and George Kamel.

Transcript

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0:00.0	You're listening to Ramsey everyday millionaires, where we talk retirement, building wealth,
0:10.5	and outrageous generosity.
0:14.0	Kimberly's with us.
0:15.0	Kimberly's in Chicago.
0:16.0	I, Kimberly, how are you?
0:18.0	Hi, good afternoon.
0:19.0	Thanks for taking my call.
0:21.0	Sure.
0:22.0	What's up?
0:23.0	Well, I am a teacher and I currently have a mutual fund through my 403B.
0:29.5	And I wanted to know, how should I allocate my assets within the fund if the small and
0:34.8	mid cap fund are combined?
0:38.0	The small and mid cap are combined?
0:40.8	Yes.
0:41.8	So there's like a large cap, small or mid cap, but together in this international six
0:52.2	income and then there's other.
0:54.3	And the other is like a target-based fund.
0:58.0	How's the track records look on them?
1:01.6	They're above the S&P.
1:06.9	Okay.
1:07.9	All three of them?
1:12.6	The large, smaller, mid and international, yes.
	...

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