Re: Evaluating Managed Funds
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20% Total Stock Market Index
20% Value Index
10% Small Cap Index
10% Small-Cap Value Index
10% REIT Index
10% European Stock Index
10% Pacific Stock Index
10% Emerging Markets Stock Index
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Great start but I'd say small cap intl (no index available but VINEX is good alt) and 5-10% commodities (pcrix) to make this the perfect (but very aggressive portfolio)
I'll help with some symbols
VTI - 20% Total Stock Market Index
IJJ - 20% Value Index
IJR - 10% Small Cap Index
IJS - 10% Small-Cap Value Index
VNQ - 10% REIT Index
VGK - 10% European Stock Index
VPL - 10% Pacific Stock Index
VWO/EMM - 10% Emerging Markets Stock Index
Your expense ratio on the above funds will be tiny (especially the Vanguard Vipers) and you will have a very diversified portfolio across different asset classes. Throw in some VINEX or PISRX and some PCRIX and you are good to go.
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