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Core and Explore
Old 11-05-2013, 06:06 PM   #1
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Core and Explore

For those that follow this strategy, what are your % of passive vs. active? I am currently 50/50. As I just took control of my investments, I am wondering what others are doing. I am thinking I might want to move towards 75 (p)/ 25 (a). What are you looking for from your active piece? Returns X amount higher than index? Do you monitor this way?
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Old 11-05-2013, 06:15 PM   #2
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95% passive index funds.

If it was like that at my age of 20 I would had much better of right now......
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Old 11-05-2013, 11:50 PM   #3
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Core and explore is a marketing ploy not a strategy. See, e.g. Faceoff: core or explore | Advisor.ca

I am 100% passive if one counts the actively-managed Vanguard GNMA fund as passive.

I get my kicks by slicing and dicing into small-caps and emerging markets. I host LOL's Market Timing thread where I post trades in real-time.
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Old 11-06-2013, 07:21 AM   #4
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I am all passive index funds except for some Bill Gross bond funds in DW's 401K.
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Old 11-06-2013, 10:17 AM   #5
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Location: west coast, hi there!
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Equity: all passive but some switching in asset classes based on backtested algorithms

Bonds: intermediate bond funds are active but lowish ER's (Gross's BOND, DODIX)
plus old Ibond keepers and short term bonds indexed
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Old 11-06-2013, 10:45 AM   #6
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I have a few active funds but most of my holdings are indexes. Active doesn't bother me as long as they capture the appropriate segments/factors and are cheap.
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Old 11-06-2013, 10:26 PM   #7
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Quote:
Originally Posted by photoguy View Post
I have a few active funds but most of my holdings are indexes. Active doesn't bother me as long as they capture the appropriate segments/factors and are cheap.

We're mostly in 401k/403b, so more than 80% active, but low fees, lower the better.
8% is in an E-trade Rollover that I invest 60% in stocks--fairly effectively over the last 5 years, particularly considering that the cash % was pretty large (>30%) until the last 12 months. Screwing that up won't kill the overall portfolio. NOK, SDL, AFLAC, TOT, and Mr. Softy have helped the last two years, doubt I can keep that up.
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