Q3 Portfolio Plan ver2.0

I am writing down a new Q3 portfolio plan after realizing that there are better ETFs for some sectors and styles.

This time, I won’t be ETF provider specific. Rather, I will describe only asset allocation part.

US market 50% (60%)

US Core:

  1. US total stock market : 25% (ITOT, VTI)
  2. US small cap: 20% (IJR, VB)

US Style:

  1. large cap growth: (later)
  2. small cap value: 5%

US Sector

  1. Consumer staple: 5%
  2. Healthcare: 5%
  3. Utility: later

 

ex-US market 40%

  1. Europe: 9%
  2. Emerging Market: 10%
  3. ex-US international: 3%
  4. ex-US small cap: 10%
  5. (strategic) India: 4%
  6. (strategic) Indonesia: 4%

 

Reference for ETFs

ETF database: http://etfdb.com/type/size/all/#etfs__expenses&sort_name=expense_ratio&sort_order=asc&page=1

Vanguard ETFs: https://investor.vanguard.com/etf/list#/etf/asset-class/month-end-returns

iShares ETFs: https://www.ishares.com/us/products/etf-product-list#!type=ishares&tab=overview&view=list

 

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