Would just like to get some input on my 401K portfolio. I have recently decided to move heavily into the Vanguard emerging market index taking my exposure from 20% to 40%. And cutting back on large cap US growth (Blackrock Large Cap growth). My main reason for this is I believe the dollar will remain weak in coming years and that international sectors will outperform the US. Any criticisms are welcome.! Two images below are previous portfolio vs now, and the funds available to me in my 401k with YTD, 3 month and 1 year performance . My performance YTD is 13.11% and expense ratios on all funds are between .03 and .10%
What is your international exposure in tax sheltered accounts? Do you consider it a smart play to have more exposure to emerging markets compared to US stocks? Should I expose myself even more to emerging markets?
Some additional information. I max out my 401k and IRA. I receive a 5% match from my employer. My 401k Is a roth and my IRA is a traditional. I am exposed to only US and Canadian assets in my IRA (mainly Visa, Shopify, and AT&T). I am under 30 and will start slowly exposing myself to bonds once I hit 30.
Submitted September 07, 2017 at 04:53AM by trader27 http://ift.tt/2xd5AYY
