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Originally Posted by utrecht
Ive been wanting to sell something and diversify further recently and all of the sudden I'd rather sell VFINX than FCNTX or FLPSX. I still have about 33% of my total porfolio in either SP500 index funds or SPY stock and thought I would never sell it (until withdrawal time)
Thoughts?
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Here are some more thoughts which are free and maybe not worth anything. These days I'm tending to favor active funds for the large caps and indexing for the mid and small caps. So for midcaps I'm using VIMSX Vanguard Midcap fund. I'm tilting the small caps to value but haven't got a full postion yet because I'm afraid we're going to have a poor economy for some time, just my guess. For large caps I've got DODGX Dodge & Cox for large value and Vanguard Primecap for large growth. I've got my 5% equity "opportunistic" money in Primecap too. For equities I also have international funds with a U.S. to intl weighting of 2:1.
So that's just me. But whatever you do you should take all your equity positions regardless of which accounts they are in and put them into Morningstar X-Ray to see whether you have a total stock market type portfolio (with weights of large/mid/small = 70/20/10) or something else. Also you might want to pick an international/US weighting that you can live with for some time.
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