Diversified portfolio question - Investery most recent 30 from http://www.investery.com 2010-07-31T16:25:28Z http://www.investery.com/feeds/question/54 http://www.creativecommons.org/licenses/by-nc/2.5/rdf http://www.investery.com/questions/54/diversified-portfolio-question Diversified portfolio question unknown (yahoo) 2009-10-24T23:27:01Z 2010-07-19T01:22:41Z <p>Looking at the following diversification strategy for a long term ( 25 years from retirement) :<a href="http://chart.apis.google.com/chart?cht=p3&amp;chco=FF3300,66CC33&amp;chd=t:30,5,15,20,15,15&amp;chs=900x300&amp;chl=Domestic%20Equity%28VTSMX%29%2030%|Emerging%20Equity%28VEIEX,EEM%29%205%|Foreign%20Equity%28EFA,VGTSX%29%2015%|REITS%28VGSIX%29%2020%|Bonds%28VFISX,VFITX,VUSTX%29%2015%|Inflation%20Protected%20Securities%28VIPSX%29%2015%&amp;chtt=Ideal%20Target%20Portfolio" rel="nofollow">Portfolio Link</a> </p> <p>What do you think ? <img src="http://chart.apis.google.com/chart?cht=p3&amp;chco=FF3300,66CC33&amp;chd=t:30,5,15,20,15,15&amp;chs=900x300&amp;chl=Domestic%20Equity%28VTSMX%29%2030%|Emerging%20Equity%28VEIEX,EEM%29%205%|Foreign%20Equity%28EFA,VGTSX%29%2015%|REITS%28VGSIX%29%2020%|Bonds%28VFISX,VFITX,VUSTX%29%2015%|Inflation%20Protected%20Securities%28VIPSX%29%2015%&amp;chtt=Ideal%20Target%20Portfolio" alt="alt text"></p> http://www.investery.com/questions/54/diversified-portfolio-question/55#55 Answer by David Smith for Diversified portfolio question David Smith 2009-10-25T17:05:13Z 2010-02-14T16:00:48Z <p>That looks like a pretty good distribution. One thing you might consider is shifting some of your REIT category to put some into a micro cap fund. Unfortunately I didn't find a micro cap fund from Vanguard. I'm sure there are others but the one I found, and liked, was BRSIX with something like 5-10% in it. </p> <p>VTSMX looks good for your domestic equity category. I ended up splitting that category into a small and large cap. I went with VFINX and VISVX.</p>