Talking Positions on a Lazy-ish Retirement Portfolio

By Paul Kedrosky · January 6, 2009 · ·

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.

TIP ISHARES BARCLAYS 0.27
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.

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