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Originally Posted by ats5g
Why include Fidelity Contrafund and Templeton EM fund? Seems like they overlap with with the Vanguard Institutional Index (S&P 500) and Vanguard Total International Stock Index.
What's the expense ratio of the Templeton EM fund? If it's high and you still want more EM, I'd use Vanguard's EM fund.
Why no small caps? Seems like they'd provide better diversification than the Fidelity Contrafund.
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The expense ratio on the Templeton EM fund is 1.41%, and I'm interested in more EM. I'm thinking about putting an additional 10% at Vanguard's EM fund.
In addition, I agree that small cap would be a better diversification than Fidelity Contrafund, and want to put 10% in that one as well. Question is where would I take the 10% from? I'm thinking of taking 5% from Vanguard Institutional Index (S&P 500) and Vanguard Total International Stock Index respectively.
So new mix will be the following:
Vanguard Institutional Index (S&P 500) - 20%
Vanguard Total International Stock Index Fund;Investor -25%
Vanguard REIT Index Fund;Institutional - 5%
Vanguard Mid-Cap Index Fund;Institutional -10%
Vanguard EM Fund - 10%
Templeton Emerging Markets Fund - 10%
Vanguard Total Bond Market Index Fund - 10%
Vanguard Small Cap Index Fund - 10%
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