{"id":18,"date":"2007-03-13T15:30:56","date_gmt":"2007-03-13T20:30:56","guid":{"rendered":"https:\/\/stockherd.com\/blog\/?p=18"},"modified":"2007-07-08T21:05:54","modified_gmt":"2007-07-09T02:05:54","slug":"an-etf-portfolio","status":"publish","type":"post","link":"https:\/\/stockherd.com\/blog\/?p=18","title":{"rendered":"An ETF Portfolio"},"content":{"rendered":"<p><a href=\"http:\/\/spreadsheets.google.com\/pub?key=phu_-OVTxERUwexet4_q-cQ\"><img decoding=\"async\" src=\"https:\/\/stockherd.com\/moosepond\/files\/img\/etf_port.png\" alt=\"ETF Portfolio\" title=\"ETF Portfolio\" style=\"margin: 0px 4px 10px 12px; float: right\" border=\"0\" \/><\/a><\/p>\n<p>Here is a <a href=\"http:\/\/spreadsheets.google.com\/pub?key=phu_-OVTxERUwexet4_q-cQ\">portfolio<\/a> made up of exchange traded funds.  This portfolio has no bond or fixed income component.  It provides both relatively high return and moderate volatility making it appropriate for the long term.<\/p>\n<p>The portfolio currently has an asset allocation of:  45% domestic stocks, 35% international stocks, and 20% REITs.  The portfolio was rebalanced earlier this year to include greater international exposure.<\/p>\n<p><!--more-->This portfolio includes 13 ETFs and one index fund.  The ETFs and one index fund are based on broad market indices.  Vanguard ETFs predominate because they offer the lowest expense ratios and they closely track the market indices they track.<\/p>\n<p>An ETF-based portfolio does not have include this many different subclasses of assets.  A total of three three to five ETFs is all that is needed to get the benefit of diversification across different asset classes.  Here are two examples:<\/p>\n<ul>\n<li>A 3-ETF Portfolio &#8211; 50% Vanguard Total Stock Market ETF (VTI) ; 35% iShares MSCI EAFE Index Fund (EFA); and 15% Vanguard REIT ETF (VNQ)<\/li>\n<li>A 5-ETF Portfolio &#8211; 30% Vanguard 500 Index (VFINX ) or Vanguard Large-Cap ETF (VV) ; 20%Vanguard Small Cap Value (VBR); 20% iShares MSCI EAFE Index Fund (EFA); 15% Vanguard Emerging Markets ETF (VWO); and 15% Vanguard REIT ETF (VNQ)<\/li>\n<\/ul>\n<p>Note:  VFINX is an index mutual fund.  However, it can be purchased through an on-line broker.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Here is a portfolio made up of exchange traded funds. This portfolio has no bond or fixed income component. It provides both relatively high return and moderate volatility making it appropriate for the long term. The portfolio currently has an asset allocation of: 45% domestic stocks, 35% international stocks, and 20% REITs. The portfolio was [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4],"tags":[],"class_list":["post-18","post","type-post","status-publish","format-standard","hentry","category-etfs"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/18","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"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=18"}],"version-history":[{"count":0,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/18\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=18"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=18"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockherd.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=18"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}