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Mon Jun 19, 2017 12:06 pm

Bogleheads • View forum - Investing - Help with Personal Investments - www.bogleheads.org
I know this is a basic question, I'm just looking for confirmation that I am thinking clearly.

I recently opened a Solo 401K. I have to pick a fund, I'd like to stick with one fund because Vanguard charges $20 per fund. Also, I'm not dealing with huge amounts of money in this account.

At first I was looking through the different funds and thought some were nice like the Wellington (VWELX), but I quickly realized how this would effect my overall AA. Then I realized I could just pick 1 of the 4 funds I use in my ROTH IRA and incorporate that into my overall AA. Is this the "right" approach. Nothing against the Wellington fund, I'm just looking to keep it simple. Also, the ER for Total Stock Market is less at .15%, so I thought I'd just go with that one.

I guess the flip side would be that if I did pick a fund like the Wellington, then that account would just be on its own, but that isn't what most people advocate on this site. Again, just checking in and trying to learn. Thanks.
Date: Jun 20, 2017   


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