{"id":731,"date":"2012-12-22T14:30:25","date_gmt":"2012-12-22T18:30:25","guid":{"rendered":"https:\/\/stockherd.com\/moosepond\/?p=731"},"modified":"2012-12-22T15:07:36","modified_gmt":"2012-12-22T19:07:36","slug":"are-we-diversiifed","status":"publish","type":"post","link":"https:\/\/stockherd.com\/moosepond\/2012\/12\/22\/are-we-diversiifed\/","title":{"rendered":"Are We Diversified?"},"content":{"rendered":"<p>Are we diversified? The answer is mostly yes. It depends on how you define diversification.<\/p>\n<p>We are reasonably well diversified among the industrial sectors. The following summary from <a href=\"http:\/\/portfolio.morningstar.com\/Rtport\/Free\/InstantXRayDEntry.aspx\">MorningStar X-ray<\/a> compares our portfolio holdings with the S&amp;P 500.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"NewImage.png\" alt=\"NewImage\" src=\"https:\/\/stockherd.com\/moosepond\/wp-content\/uploads\/2012\/12\/NewImage2.png\" width=\"387\" height=\"402\" border=\"0\" \/><\/p>\n<p>In terms of company size (market capitalization), we are 71% large-cap, 10% mid-cap, and 19% small-cap. In growth vs. value, we are 27% growth, 29% value, and 44% core or blend.\u00c2\u00a0Our large-cap holdings lean toward value while our small cap holdings lean toward growth.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"NewImage.png\" alt=\"NewImage\" src=\"https:\/\/stockherd.com\/moosepond\/wp-content\/uploads\/2012\/12\/NewImage3.png\" width=\"159\" height=\"174\" border=\"0\" \/><\/p>\n<p>We do have 6% of our portfolio in a real estate investment trust ETF (<a href=\"https:\/\/personal.vanguard.com\/us\/funds\/snapshot?FundId=0986&amp;FundIntExt=INT\">VNQ<\/a>). This provides some diversification among asset classes. The only international exposure we have is for those US companies in our portfolio that do business overseas.<\/p>\n<p>To sum it up, we are fairly well diversified among US stocks. We could stand to have a little more mid-cap and small-cap representation in the portfolio. We also could have more international equity exposure. This is probably best done through an index ETF.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Are we diversified? The answer is mostly yes. It depends on how you define diversification. We are reasonably well diversified among the industrial sectors. The following summary from MorningStar X-ray compares our portfolio holdings with the S&amp;P 500. In terms of company size (market capitalization), we are 71% large-cap, 10% mid-cap, and 19% small-cap. In [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_jetpack_memberships_contains_paid_content":false,"_links_to":"","_links_to_target":""},"categories":[44],"tags":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/posts\/731"}],"collection":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/comments?post=731"}],"version-history":[{"count":10,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/posts\/731\/revisions"}],"predecessor-version":[{"id":744,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/posts\/731\/revisions\/744"}],"wp:attachment":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/media?parent=731"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/categories?post=731"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/tags?post=731"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}