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happy portfollio
Old 12-10-2012, 10:58 AM   #1
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happy portfollio


Happy to see my slice and dice index eft port. with a healthy chunk of vwinx is at a high. With the dow still off about 3% of its high. This is unchartered ground for me.

This is my first year with this port. . I sold all my stocks at the beginning of the the not miss them at all....HPQ and cisco to name two.


You've got to ask yourself one question: Do I feel lucky? Well, do ya, punk?
Retired July '11 investments 60/40 in very low cost index and mutual funds, balance once a year at best.
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Old 12-10-2012, 09:37 PM   #2
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I made the conversion around 2006 and 2007. Kind of have to wait 10-20 years to see how it works. But the international side is a lot easier than selecting individual non-domestic stocks. And I don't have to watch any of my funds drop to near zero.

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Old 12-10-2012, 10:38 PM   #3
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Nothing like a happy portfolio to raise one's spirits!

My portfolio is not a slice and dice one like yours (it's essentially four index funds plus Wellesley), but it is smiling up at me too these days. My all time high was on 10/18/2012, but it is barely below that today.

Not only that, but my dividends are looking pretty good this year compared with last year, too.
I have drunken deep of joy,
And I will taste no other wine tonight.

― Percy Bysshe Shelley
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Old 12-14-2012, 12:27 PM   #4
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Yes, I am very simple also. Three index funds from Vanguard. All three are Admiral Funds so cost are very low.
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Old 12-14-2012, 01:37 PM   #5
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I have also have a simple portfolio these days. 2 Target Date funds (Fido and VG) plus Wellesley and Wellington.
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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Old 12-14-2012, 03:07 PM   #6
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Hmmm - am supposed to look? Target Retirement 2015.

And of course a few good stocks to keep the male hormones happy. And and the Saints aren't doing so well this year either.

heh heh heh - maybe next year at 70 1/2 I will have killed off the last of those residual DRIP plans in my last file cabinet.
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Old 12-14-2012, 03:50 PM   #7
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Congrats. I have 11 Vanguard index funds, I'd have fewer except I have a small and value equity tilt and a short duration bond tilt. However, my returns are almost the same as Wellington with slightly less volatility (I have a lower equity AA). I will simplify/reduce funds slowly in the years ahead...
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Old 12-14-2012, 05:34 PM   #8
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Watch it, watch it! Don't let the dancing gals out yet!!!!
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Old 12-14-2012, 09:22 PM   #9
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I have 11 tickers these days.

I would like to cut that in half except mega's defined contribution plan and HSA investments offer limited options and the "best" alternatives have a significant large cap value tilt so I have added mid and small cap growth index funds to help balance them out. Absent this constraint I think I could make due with 2 equity funds.

Also, since government bonds yields are so pathetic these days, I have skewed my fixed income allocation to GNMAs and investment and high yield corporate bonds so I have 3 bond funds whereas in normal time I would probably only have 1.

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