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Diversifying into XTN and VGSIX
Old 08-10-2014, 08:27 PM   #1
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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.

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Old 08-11-2014, 05:18 AM   #2
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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.
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