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What’s in your portfolio ?

I know the HD readers have much in common. I’m interested to find out about our diversity.

What I’m interested in, is not the size of anyone’s portfolio, but it’s contents.

If your portfolio is a thousand, a million, or even multi millions doesn’t matter…. What is it invested in and it’s percentages.

As an example I would answer this inquiry I know that basically VUG and VTV are VOO (V Vanguard S&P 500). My wife who doesn’t really understand etf’s said it’s always done so well we should keep it. We have never had a money argument so I’m not starting now 😉

70% VT ( Vanguard Total World)

10% VTV (Vanguard Total Value)

10% VUG (Vanguard Growth)

10% Cash Online Money Market

 

I’m sure a lot are indexers but many are not

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105 Comments
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kt2062
3 months ago

Good question. I have always been heavily invested in equity. The current weighting of tech stocks has me concerned. I am interested in having equal weight index funds but Vanguard does not seem to have any. I simplified to just Vanguard as I got older but would like to find equal weight index funds.

L H
3 months ago
Reply to  kt2062

We are similar. We are 100% equities , all in Vanguard index etf’s. . I also wish they offered equal weighted index etf’s

Randy Dobkin
3 months ago
Reply to  L H

I’m slightly de-weighting the Mag 7 by investing in VXF, which is VTI without the S&P 500.

L H
3 months ago
Reply to  Randy Dobkin

Randy, thank you for your comment. It is the perfect example of why HD is so valuable. It is another example of a solution that I never thought of even though I know of VXF (Vanguard Extended Market etf).HD readers and commenters are thousands of individuals that agree on many things financial but look at them from different directions

Last edited 3 months ago by L H
Doug Kaufman
3 months ago
Reply to  Randy Dobkin

I’m truly not trying to be a wise guy by asking – How’s that performing?