{"id":113,"date":"2011-01-02T17:07:30","date_gmt":"2011-01-02T22:07:30","guid":{"rendered":"https:\/\/stockherd.com\/blog\/?page_id=113"},"modified":"2013-07-21T19:01:09","modified_gmt":"2013-07-22T00:01:09","slug":"model-etf-asset-allocation-portfolio-i","status":"publish","type":"page","link":"https:\/\/stockherd.com\/blog\/?page_id=113","title":{"rendered":"ETF Asset Allocation I"},"content":{"rendered":"<p><iframe loading=\"lazy\" src=\"https:\/\/spreadsheets.google.com\/pub?key=0Ault2FD3uBwydFEtWmRVZmpxVmFxMkVvdVZvWm55cVE&amp;hl=en&amp;output=html&amp;widget=true\" height=\"700\" width=\"960\" frameborder=\"0\"><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<div class='one_third'>\n\t\t\t\t\t<div class='et-box et-shadow'>\n\t\t\t\t\t<div class='et-box-content'>This ETF portfolio started with $10,000 on December 31, 2010. It provides asset class diversification using 14 ETFs (8 Vanguard and 4 non-Vanguard ETFs). The portfolio includes US and foreign equities; large, medium, and small capitalization stocks; and both U.S. and international REIT ETFs. The portfolio has a slight value tilt.<\/p>\n<p>Under Vanguard&#8217;s new ETF pricing, the total cost for setting up this portfolio would be $28, (4x$7) in commissions for the non-Vangaurd IRAs, and an annual brokerage account fee of $20. Use of ETFs allows broad diversification with a relatively small amount of money. Most index mutual funds have a $3,000 minimum requirement.<\/p>\n<p><a href=\"https:\/\/spreadsheets.google.com\/pub?key=0Ault2FD3uBwydFEtWmRVZmpxVmFxMkVvdVZvWm55cVE&amp;output=html\">Link to spreadsheet<\/a> at Google Docs.<\/p><\/div><\/div>\n\t\t\t\t<\/div>\n<div class='two_third et_column_last'>\n\t\t\t\t\t<div class='et-box et-shadow'>\n\t\t\t\t\t<div class='et-box-content'><a href=\"https:\/\/stockherd.com\/blog\/wp-content\/uploads\/2011\/01\/AA-I-US.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-250\" title=\"AA I - US\" alt=\"\" src=\"https:\/\/stockherd.com\/blog\/wp-content\/uploads\/2011\/01\/AA-I-US.png\" width=\"141\" height=\"142\" srcset=\"https:\/\/stockherd.com\/blog\/wp-content\/uploads\/2011\/01\/AA-I-US.png 141w, https:\/\/stockherd.com\/blog\/wp-content\/uploads\/2011\/01\/AA-I-US-100x100.png 100w, https:\/\/stockherd.com\/blog\/wp-content\/uploads\/2011\/01\/AA-I-US-60x60.png 60w, https:\/\/stockherd.com\/blog\/wp-content\/uploads\/2011\/01\/AA-I-US-140x142.png 140w\" sizes=\"auto, (max-width: 141px) 100vw, 141px\" \/><\/a><\/p>\n<p>U.S. Equity Component. Here is how the asset allocation breaks down by size and style (growth, neutral, and value) for the US equity component. The market capitalization is: large cap 33%, mid-cap 33%, and small cap 33%. The style weightings: value 41%, neutral or blend 36%, and growth 22%. Thus, the U.S. equity component leans toward value with weighting equally distributed between market caps.<\/p>\n<p><a href=\"https:\/\/stockherd.com\/blog\/wp-content\/uploads\/2011\/01\/AA-I-Intl.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-251\" title=\"AA I - Int'l\" alt=\"\" src=\"https:\/\/stockherd.com\/blog\/wp-content\/uploads\/2011\/01\/AA-I-Intl.png\" width=\"137\" height=\"142\" \/><\/a><\/p>\n<p>International Component. The international stocks include: large cap 45%, mid-cap 35%, and small cap 20%. The styles are: value 41%, neutral or blend 32%, and growth 27%. This gives the the U.S. equity component a value tilt. The international component tilts toward large-cap value.<\/p>\n<p>Morningstar X-ray shows the geographic coverage of the international component as: U.S. &amp; Canada 4.89%, Europe 18.08%, Japan 5.13%, Latin America 9.03%, and Asia &amp; Australia 53.3%<\/p>\n<p>Note: Morningstar X-ray data is from Janaury 2011.<\/p><\/div><\/div>\n\t\t\t\t<\/div><div class='clear'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-113","page","type-page","status-publish","hentry"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/pages\/113","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=113"}],"version-history":[{"count":61,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/pages\/113\/revisions"}],"predecessor-version":[{"id":671,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/pages\/113\/revisions\/671"}],"wp:attachment":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=113"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}