I don’t talk specifics on portfolios very often, but I have been helping a family member with their current allocation across ETFs/sectors/funds. They are about fifteen years from retirement, and, while conservative and worried about inflation, are more bullish than I am on equities.
|FPNIX||FPA NEW INCOME||0.06|
|BND||VANGUARD TTL BD M||0.06|
|IWV||ISHARE RUS 3000 I||0.13|
|SHY||ISHARES BRCLY 1-3||0.06|
|VEU||VG FTSE ALLWD US||0.12|
|RWR||SPDR DJ WILSHIRE||0.15|
|GSC||GS COMMODITY TTL RETURN||0.15|
Any thoughts on the choices, feel free to add ‘em below. I don’t do a lot of the above sort of thing, so my first cut impression is that feels inadequately hedged and overly U.S. tilted than I would like.
Note: Tickers are in the first column, abbreviated names in the second, and weights in the third.