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REDDIT

Portfolio review for 35 year old

G
Mar 2, 2025 · 14:53

35 single / no kids. Stable job with $155k base with potential of $40k yearly bonus. No debt.

Currently renting at around $2.5k per month in a moderate to high cost of living city.

Looking for any red flags on my portfolio and opportunities to improve. I recently received \~40k bonus which adds to the abundance of cash below.

* Considering investing in a bond fund to diversify more?
* Considering rolling traditional IRA into 401k to then backdoor Roth and make tax situation less cumbersome?

**Net worth - $722k**

**Savings ($135k)**

* $135,000 - Various CDs (\~4% interest)
* Recent boost to this via bonus

**Investments ($505k)**

**Brokerage ($60k)**

* $46,000 - Vanguard SP 500 ETF (VOO)
* $4,000 - Total World (VT)
* $10,000 - Various Big 7 Stocks

**Traditional IRA ($95k)**

* $72,000 - Total Stock Market (VTSAX)
* $17,000 - Total World (VTIAX)
* $6,000 - Total Bond (VBTLX)

**Roth IRA ($75k)**

* $74,000 - Total Stock Market (VTSAX)
* $1,000 - Vanguard Total World Stock (VT)

**Employer 401k ($275k)**

* $123,000 - State Street S&P 500 (SSSYX)
* $88,000 - State Street All Cap (SSGLX)
* $52,000  State Street Mid Cap (SSMLX)
* $12,000 - Invesco Fixed Income

**Cryptocurrency ($12k)**

* $12,000 - Bitcoin

**Other Accounts ($70k)**

* $47,000 - HSA (Invested in VOO)
* $20,000 - Car (Paid off)
* $3,000 - Employee Stock Holdings