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It also gives detailed information about whether your portfolio is diversified, or it is high risk, or low risk.Some portfolios look better than the others, and the reason for this is that those portfolios will have diversified investments. If you want to see a good investment portfolio against all odds, then you need to put in constant effort and maintenance for it. If you do not have the acumen for it, then you should tie up with a broker who can promise you results. There are several investment portfolio managers. They do the investment and also manage the portfolio on your behalf for a fee.
Here is a sample portfolio, and this is how a good portfolio should look:
Fund Name |
Fund Symbol |
Expense Ratio |
Vanguard Total Stock Market Index |
VTSMX |
0.15% |
Vanguard Value Index |
VIVAX |
0.20% |
Vanguard Small Cap Index |
NAESX |
0.22% |
Vanguard Small Cap Value Index |
VISVX |
0.22% |
Vanguard REIT Index |
VGSIX |
0.20% |
Vanguard Total International Stock Index |
VGTSX |
0.27% |
Vanguard International Value |
VTRIX |
0.43% |
Vanguard Short-Term Bond Index |
VBISX |
0.18% |
Vanguard Intermediate-Term Bond Index |
VBIIX |
0.18% |
At the end of the day, your expense ratio on the portfolio should be about 0.25 percent. Also, every portfolio will have minimum fund amount that needs to be invested. In addition, take advice of a financial advisor in what type of accounts you should invest in. Even if you are not interested in doing your own research, it is always better to read up about the individual investments in the portfolio you hold.
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