Posts  / #POST-213684
REDDIT

Thoughts on the allocations in this portfolio?

R
Dec 5, 2025 · 02:38

Hello - what’s the consensus on the below portfolio? What would you change? I am 48 have 550k to invest and also contribute 1500 per month to Roth/401k w current balance of around 230k

I’d like 10% gains w moderate risk

15% BrandywineGLOBAL Corporate Credit
15% PIMCO Income
10% American Century US Quality Growth
10% Putnam Focused Large Cap Value
10% Vanguard S&P 500
10% Vanguard Total Stock Market Index
8% Vanguard Total World Stock
5% Vanguard Utilities
4% Amazon
4% Apple
4% Berkshire Hathaway
4% NVIDIA
1% Fidelity Capital Reserves