u/taxtek

• $14,500 in Roth IRA.
• $10,000 in my taxable brokerage.
• Schwab only ETFs/Funds.

I will be maxing out my Roth every year and invest at least $10,000 a year in my taxable.

Please create me a portfolio for a 40+ year timeframe. I want to be aggressive (US only), set it and forget. Volatility is not a concern for me.

I’m thinking 100% SWPPX, maybe even SWLGX, in my Roth IRA, and 100% SCHG in my taxable. I really believe in large-cap/tech dominating our future.

Please let me know what you guys would do in my position.

What percentage receive a return offer? I know it’s a lot more competitive but I can’t find any data.

Tax Intern @ LA office.