Being set to retire in a few months, Im going over every aspect of my AA and portfolio. Like most people, a large amount of my money is in a 457b account that has a limited selection of funds. Ive used my taxable accounts in combination with my 457b accounts to move to a 60/40 split. Ive have about half index funds and half managed funds. All of my managed funds have very long term track records. Im trying to find some comparison between my portfolio and Vanguard Wellington fund as far as total performance and total risk and I love to hear anyone's thoughts. Here is a basic breakdown of my portfolio:
15% Vanguard Total Stock Market Index
5% Fidelity Contrafund
5% Fidelity Low Priced Stock
5% Oakmark Select
10% Vanguard REIT index fund
5% Vanguard Energy Fund
5% Vanguard Health Care Fund
5% Vanguard Small Cap Index
5% Vanguard Emerging Markets
30% Pimco Total Return
10% TCW Emerging Markets Bond Fund.
Results for the past 10 years:
My portfolio...9.1%
Wellington.....8.8%
SP500...........8.4%
Largest drawdown in past 10 years....10/30/07-2/28/09
My portfolio....-29.6%
Wellington.....-32.4%
SP500...........-50.7%
I have a monthly results chart that I couldn't figure out how to post here. It basically shows that my portfolio has been slightly less volatile over the past 4 1/2 yrs. That's as far back as I could find monthly results.
Comments? I know I may be light on International funds, but Im fine with that.
15% Vanguard Total Stock Market Index
5% Fidelity Contrafund
5% Fidelity Low Priced Stock
5% Oakmark Select
10% Vanguard REIT index fund
5% Vanguard Energy Fund
5% Vanguard Health Care Fund
5% Vanguard Small Cap Index
5% Vanguard Emerging Markets
30% Pimco Total Return
10% TCW Emerging Markets Bond Fund.
Results for the past 10 years:
My portfolio...9.1%
Wellington.....8.8%
SP500...........8.4%
Largest drawdown in past 10 years....10/30/07-2/28/09
My portfolio....-29.6%
Wellington.....-32.4%
SP500...........-50.7%
I have a monthly results chart that I couldn't figure out how to post here. It basically shows that my portfolio has been slightly less volatile over the past 4 1/2 yrs. That's as far back as I could find monthly results.
Comments? I know I may be light on International funds, but Im fine with that.
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