Search found 4 matches

by Xenos
Mon Mar 20, 2017 2:34 pm
Forum: Investing - Help with Personal Investments
Topic: ETF advice for retirement portfolio
Replies: 7
Views: 552

Re: ETF advice for retirement portfolio

Following up what livesoft said, I would start out with a three fund portfolio using vanguard etfs (VTI, VXUS, and BND). I would not recommend implementing a factor based investing plan (tilting, diversifying across asset classes, increasing efficiency, whatever you want to call it) until you have ...
by Xenos
Thu Mar 16, 2017 3:13 pm
Forum: Investing - Help with Personal Investments
Topic: ETF advice for retirement portfolio
Replies: 7
Views: 552

Re: ETF advice for retirement portfolio

If you want to buy an ETF that pretty much tracks VTI , open a Schwab account and buy SCHB. No fees and 0.03% ER vs 0.05% for VTI. You can get a bonus for opening an account there if you don't already have one. I own both SCHB at Schwab and VTI at TDAmeritrade. Hi Jack, I actually don't want to buy...
by Xenos
Thu Mar 16, 2017 2:27 pm
Forum: Investing - Help with Personal Investments
Topic: ETF advice for retirement portfolio
Replies: 7
Views: 552

Re: ETF advice for retirement portfolio

1. Many folks would say that you do not need more than the Total Stock Market Index fund for US stocks because it has the market weights of large, mid, and small caps. Many folks other (myself included) say that one should want to overweight small-caps and mid-caps, so one should have an additional...
by Xenos
Thu Mar 16, 2017 1:54 pm
Forum: Investing - Help with Personal Investments
Topic: ETF advice for retirement portfolio
Replies: 7
Views: 552

ETF advice for retirement portfolio

Hi, I'm trying to set up a retirement portfolio of ETFs (about 70% stock index and 30% bond index). I'm going with ETFs primarily because I want something that follows the market index and has low fees. My goal is to also have a diversified portfolio. ETF stock choice so far:Vanguard Total Stock Mar...