Brat
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
I found the Morningstar X-Ray tool frustrating so I took their data for each of my holdings and entered it in a spreadsheet. That enabled me to see just where assets were buried and enabled me to easily do what-ifs.
As I mentioned in another thread I sold OAKWX a couple days ago. I kept OAKIX and expected that would now be my entire x-US holding. Not true, it turned out as VWNAX holdings are 11%+ foreign stocks. No need to buy IDOG or the like to juice up foreign stocks. I discovered my portfolio is heavy with 'giants' (which probably is typical of a retiree portfolio) really light in mid-caps. Considering taking the cash from OAKWX and investing it in VO.
It is so tempting to go back to the well to Navios (NMM) but at my age I think cyclicals should be avoided.
I really recommend a do-it yourself x-ray.
As I mentioned in another thread I sold OAKWX a couple days ago. I kept OAKIX and expected that would now be my entire x-US holding. Not true, it turned out as VWNAX holdings are 11%+ foreign stocks. No need to buy IDOG or the like to juice up foreign stocks. I discovered my portfolio is heavy with 'giants' (which probably is typical of a retiree portfolio) really light in mid-caps. Considering taking the cash from OAKWX and investing it in VO.
It is so tempting to go back to the well to Navios (NMM) but at my age I think cyclicals should be avoided.
I really recommend a do-it yourself x-ray.
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