I'm a fan of Vanguard and their mutual funds. I have both VGSLX and VGRLX in my portfolio. I was looking at the holdings though and I ranked it from highest to lowest by money invested and it seems heavily weighted towards telecommunication REIT's and also I believe a shopping mall REIT was pretty far up the list. I noticed that there weren't very many residential REIT's high on the list and farmland had a very small portion. Has anyone else combed through the list and if so does it seem lopsided at all? I was thinking that one possibility could just be that these are the funds that increased in value the most and it's not necessarily Vanguard over spending on certain ones, not sure though. I checked VTSAX and noticed that it leans towards tech stocks too but also could be the same situation. If the tech stocks make up a majority of VTSAX and it's because they increased in value the most then it makes sense that the telecommunication REIT's would follow. I'm debating on pulling a small amount out of the fund and buying a couple individual residential REIT stocks to offer some balance. Any thoughts or insights on this?
Submitted August 24, 2019 at 08:14PM by BigTastyLookinPasty https://ift.tt/2L6NbBz
