Comments on: Current Retirement Asset Class Allocation

By: Steve @ Start-Up

Steve @ Start-Up — Mon, 11 May 2009 17:01:51 +0000

I agree with dough roller. A REIT is treated as a separate asset class compared to mid/small cap. There’s nothing wrong with owning REITs, the diversification benefit is very good. The same is true for small cap stocks. They are just different asset classes.

By: NCN

NCN — Mon, 11 May 2009 03:09:41 +0000

@Mike Silly typo… Thanks!

By: Mike

Mike — Mon, 11 May 2009 02:36:41 +0000

fully fund at $5,500? The contribution limit is $5,000 for your age.

By: NCN

NCN — Sun, 10 May 2009 10:39:04 +0000

@Dough Roller I know. I don’t know why, but that’s how they are classified w/ my 403b. Next time, I might try to break the chart down just a bit more.
-NCN

By: Dough Roller

Dough Roller — Sun, 10 May 2009 10:14:37 +0000

NCN, curious why your mid/small caps are primarily in a REIT. Many treat a REIT as a separate asset class.