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Investment Mistake?

Bogleheads • View forum - Investing - Help with Personal Investments - www.bogleheads.org
I have been reading posts on here for a few weeks and I think I may have made an investment mistake. Overall we have a large tax deferred portfolio for retirement (1.3M), no debt, and a pension. We are retired and live very comfortably within our means.

We decided last year to sell our home because we were in a really hot market and we will probably (95%) move to another state in the next 2 to 4 years. We wanted to lock in our gains and not worry about a possible down market in a few years. We took the proceeds and put in a Vanguard Brokerage Account. I tried to set up a conservative portfolio that will get us some return without taking excessive risk. The following are the investment and percentages:

VBIAX Vanguard Balanced Index Fund Admiral (10%)

VMFXX Vanguard Federal Money Market (10%)

VSCGF Vanguard LifeStrategy Conservative Growth (10%)

VASIX Vanguard LifeStrategy Income Fund (30%)

VBIRX Vanguard Short Term Bond Index (40%)

Given our short term need for this money to reinvest in a house is this portfolio taking too much risk?

What would you suggest we invest the money in to provide some return without taking excessive risk?
Date: Jan 13, 2018   


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