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Please help with this portfolio

Bogleheads • View forum - Investing - Help with Personal Investments - www.bogleheads.org
Bogleheads,

Like many others their age, my parents have invested for many years and have completely trusted that their Edward Jones financial advisor is looking out for them. They are mid-seventies, married and retired with no debt. Please constructively critique their portfolio and provide any suggestions you may have that would help them get the most out of their money moving forward. Thank you.

Here is a snapshot of their portfolio per last month’s statement:

Total: $753994.08

HIS TRADITIONAL IRA (Outside Assets) $421,613.44

Individual Stock 3654.32

Mutual Fund: Franklin Rising Dividend CL A (FRDPX) 4443.81

Lincoln Natl. Life Annuity Purchased through Edward Jones Financial Advisor:

American Funds International Growth and Income 62,393.96

American Funds Bluechip 164,731.26

American Funds Growth and Income 124,109.57

American Funds Growth Fund 62,280.52

HIS TRADITIONAL IRA Advisory Solutions Fund Model $201,193.09

MDDVX Blackrock Equity Dividend 7969.50

BBIEX Bridge Builder International Equity 6536.92

BBGLX Bridge Builder Large Growth 8742.74

BBVLX Bridge Builder Large Value 17892.17

BBGSX Bridge Builder Small/Mid Growth 6641.33

BBVSX Bridge Builder Small/Mid Value 7877.83

DFISX DFA International Small Co 1 4508.37

DODFX Dodge and Cox International Stock 11949.05

DISYX Dreyfus International Stock Cl Y 8728.56

HAINX Harbor International 4258.62

NBGNX Neuberger Berman Genesis 6480.33

NHINX Neuberger Berman High Income 4074.57

PRFDX T Rowe Price Equity Income Cl 1 6523.23

TRLGX T Rowe Price Institutional Large Cap Growth 8573.42

ACBPX American Century Diversified Bond Cl 1 9194.13

BBTBX Bridge Builder Core Bond 46605.79

BBCPX Bridge Builder Core Plus Bond 11,117.67

BFWFX Capital World Bond Fund Cl F2 3707.43

JDFAX Janus Flexible Bond 9253.88

PTRQX Prudential Total Return Bond Cl 1 9434.69

OGVXX JP Morgan US Govt Mmf Capital 1122.86

Joint Tenants Right of Survivorship Advisory Solutions Fund Model $101,167.55

MDDVX Blackrock Equity Dividend 4041.13

BBIEX Bridge Builder International Equity 3158.82

BBGLX Bridge Builder Large Growth 4195.17

BBVLX Bridge Builder Large Value 9048.49

BBGSX Bridge Builder Small/Mid Growth 3107.58

BBVSX Bridge Builder Small/Mid Value 3996.93

DFISX DFA International Small Co 1 2107.17

DODFX Dodge and Cox International Stock 5250.41

DISYX Dreyfus International Stock Cl Y 4233.14

HAINX Harbor International 2091.13

NBGNX Neuberger Berman Genesis 3058.54

NHINX Neuberger Berman High Income 2034.54

PRFDX T Rowe Price Equity Income Cl 1 3021.29

TRLGX T Rowe Price Institutional Large Cap Growth 4304.94

ACBPX American Century Diversified Bond Cl 1 4960.34

BBTBX Bridge Builder Core Bond 22925.10

BBCPX Bridge Builder Core Plus Bond 5957.58

BFWFX Capital World Bond Fund Cl F2 2053.18

JDFAX Janus Flexible Bond 4967.55

PTRQX Prudential Total Return Bond Cl 1 4989.20

OGVXX JP Morgan US Govt Mmf Capital 945.42

Her Traditional IRA $30,020

CWGIX Capital World Growth and Income Fund A 10,905

ANCFX Fundamental Investors Fund A 18,146

AMECX Income Fund of America Cl A 969
Date: Jun 20, 2017   


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