Question:

Is this portfolio diversified, VTI, VEU, IWR, IWM, PCL, AGG?

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3 ANSWERS


  1. Vanguard Total Stock Market ETF (AMEX) (VTI)

    Vanguard FTSE All-World ex-US ETF (VEU)

    iShares Russell Midcap Index (IWR)

    iShares Russell 2000 Index (IWM)

    Plum Creek Timber Co. Inc. (PCL)

    iShares Lehman Aggregate Bond (AGG)

    I think you own the entire stock market and most of the world. You have too much duplication.

    I would  axe:

    Vanguard Total Stock Market ETF (AMEX) (VTI)

    Vanguard FTSE All-World ex-US ETF (VEU)

    to:

    Vanguard 500 Index (VFINX)

    I don't follow Plum Creek Timber Co. Inc. (PCL) - They are losing money.

    http://finance.yahoo.com/q/cf?s=PCL&annu...

    I hope you have some or all of this in a ROTH IRA? and a time line of 10+ years.


  2. Just add some beanie babies and you'll be all set. No investment portfolio is complete without a selection of beanie babies.

  3. No -- boarders on over diversified.

    Try.

    35% VTI

    35% VEU

    10% BND or AGG

    10% DJP

    10% PBP or CHY or CHI

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