Search found 3 matches

Return to advanced search

Re: Can this 24-ETF portfolio be simplified?

Thanks, everyone, for taking the time to analyze, comment and recommend.

And yes, this portfolio has lagged its benchmark over the past three years ... hence my frustration. I'll take your suggestions and do some replacing/re-balancing on my own. Your feedback is much appreciated.
by 2BCruising
Thu Apr 04, 2013 4:46 pm
 
Forum: Investing - Help with Personal Investments
Topic: Can this 24-ETF portfolio be simplified?
Replies: 30
Views: 2551

Re: Can this 24-ETF portfolio be simplified?

Thanks for the welcome and the reading list. As way of background, I'm paying an advisor 1% to manage this portfolio (which consists of periodic rebalancing) - the portfolio is designed to protect on the downside. I posed the question because the portfolio seems to be getting a bit diversified (24 E...
by 2BCruising
Wed Apr 03, 2013 3:26 pm
 
Forum: Investing - Help with Personal Investments
Topic: Can this 24-ETF portfolio be simplified?
Replies: 30
Views: 2551

Can this 24-ETF portfolio be simplified?

The following is a diversified growth-oriented portfolio with 24 ETF holdings. It's split roughly 30%/50%/20% between bonds/equities/other (real estate + commodities). For those of you who espouse the simple/lazy approach to AA, can you recommend a similar portfolio with fewer ETF holdings? BTW, thi...
by 2BCruising
Wed Apr 03, 2013 2:24 pm
 
Forum: Investing - Help with Personal Investments
Topic: Can this 24-ETF portfolio be simplified?
Replies: 30
Views: 2551

Return to advanced search