As the title states, this is my long term portfolio which I don't plan to touch, unless I need to rebalance. I have a separate account for trading, where I trade high probability options strategies. In this long term account, I'm 100% equities because I'm young.
- VOO (S&P500) 40%
- VTWO (small cap Russell 2000) 20%
- VO (mid cap) 20%
- MU 10% (cost basis @ $43, up over 40% from initial investment)
- VWO (emerging markets) 10%
I like vanguard due to the low management cost and expense ratios. I'm avoiding actively managed funds, for tax purposes and to avoid unnecessary fees since the majority of them underperform the market after fees.
My rationale is that I'd like a large chunk tracking a low cost S&P500 index fund. I also have a very long time horizon, which is why I've placed 20% in small cap and 20% in mid cap index funds. Instead of only large cap international exposure, I'm comfortable with the risk of emerging markets VWO, since it tracks large Chinese companies such as Tencent, and Alibaba which are poised for more growth.
My beta weighted portfolio is 1.049, which I'm comfortable with.
What do you guys think of this long term portfolio? (10+ year horizon)
Submitted May 26, 2018 at 02:14PM by WSEnthusiast https://ift.tt/2INxReY
