I have a Schwab Intelligent Portfolio set on pretty much the maximum risk tolerance settings, which is very heavily in equities (~94%) with the remainder being in the required cash allocation.
Up until about April/May of this year, it was pretty on par with the S&P 500 and Russell 2000, but after that it's deviated pretty severely, getting an ~11% return vs. ~20% for those indexes.
See: https://i.stack.imgur.com/kLGHm.png
Does anyone know what might have caused this divergence?
Portfolio Contents:
- Cash: 6.74% (Note this is something that's non-controllable in the allocation)
- FNDX : SCHWAB FUNDAMENTAL US LARGE CO ETF 17%
- FNDF : SCHWAB FUNDAMENTAL INL LARGE COM ETF 13%
- SCHX : SCHWAB US LARGE CAP ETF 11%
- FNDA : SCHWAB FUNDAMENTAL US SMALL COM ETF 11%
- SCHF : SCHWAB INTERNATIONAL EQUITY ETF 9%
- SCHA : SCHWAB US SMALL CAP ETF 7%
- FNDE : SCHWAB FUNDA EMG MKTS LARGE COM ETF 6%
- FNDC : SCHWAB FUNDAMENTAL INTL SMAL COM ETF 6%
- SCHE : SCHWAB EMERGING MARKETS EQUITY ETF 4%
- SCHC : SCHWAB INTERNATNAL SMALLCAP EQY ETF 4%
- SCHH : CHARLES SCHWAB US REIT ETF 4%
- VNQI : VANGUARD GLBAL EX US REAL ESTATE ETF 2%
- IFGL : ISHARES INTERNATIONAL DEV RL EST ETF 0% - small, small amount
Submitted September 28, 2018 at 10:55PM by GermsAndNumbers https://ift.tt/2P27uB6
