G23ROCKS

Defining a Set of Core Asset Classes

Nice article, Geoff. The correlation between Vanguard Large Cap Stock Fund [VLACX] vs. Mid Cap Stock Fund [VIMSX] vs. Small Cap Stock Fund [NAESX] was particularly interesting. In defining a set of core asset classes, I think it's also important to keep expenses as low as possible in order to maximize performance. I've created a core portfolio which creates diversification at a very low expense ratio/cost: EEM, EFA, IWM, IVV, SHY, TLT, LQD, TIP, RWR. I'll have to look at DJP and IGE as potential adds. Thanks for the article.

BD