Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Diversifying into XTN and VGSIX
Old 08-10-2014, 08:27 PM   #1
Recycles dryer sheets
Join Date: Aug 2013
Location: North
Posts: 422
Diversifying into XTN and VGSIX

Anyone have any opinions on XTN or

I am hoping to diversify a bit and buy into XTN and

This would add 5% of my total AA new exposure Transportation (regiona air mainly) and another 5% of total AA new exposure to REITs.

I think that would look great in the "garage" next to my VHT and VDE I picked up earlier this year\.

Making this move would move my Large / Mid / Small AA from 60/15/25 to more like 60 / 25 / 15 which is probably more appropriate for the market.

I am DCA'ing into a mid-cap fund via 401k so I will need to rebalance in a few months but I feel this should get me a little bit ahead of the S&P.

I am beating S&P500 by 1.3% so far this year. I think this will help me get closer to the 2% mark by EOY.

kgtest is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 08-11-2014, 05:18 AM   #2
Thinks s/he gets paid by the post
FIRE'd@51's Avatar
Join Date: Aug 2006
Posts: 2,241
If you want exposure to REITS, I think an index fund makes a lot of sense.

If you're planning to invest $10K, I would use VGSLX (the Admiral shares) as the expense ratio is less than half that of VGSIX.
I'd rather be governed by the first one hundred names in the telephone book than the Harvard faculty - William F. Buckley
FIRE'd@51 is offline   Reply With Quote

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
Intraday prices for Mutual Funds (VGSIX)? SVHoper Stock Picking and Market Strategy 5 04-20-2010 09:16 AM
opinions on move into VGSIX/VNQ ? JohnEyles Stock Picking and Market Strategy 10 07-26-2007 01:20 PM
VGSIX (Vanguard REIT Index) really took a hit today Telly FIRE and Money 8 03-06-2007 08:31 PM
Diversifying My Retirement Funds and Confused Rob Other topics 1 10-31-2005 09:59 AM
What's driving VGSIX (reit) for the last 2 years? soupcxan FIRE and Money 10 10-06-2004 05:00 PM


All times are GMT -6. The time now is 04:57 PM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2016, vBulletin Solutions, Inc.