I have recently decreased the number of funds and ETF’s that I own.
Below is what I am left with. Any suggestions of what makes sense to add or eliminate?
I do need to have enough mutual funds/etf’s to make this interesting for me. Not included in this list are 24 dividend stocks (in a portfolio of their own).
Here are the investments. Please hold your applause until all have been read. Thank you.
EQUITY FUNDS/ETF:
1. VEU: Van. All-World-exUS fund
2. VFX: Van. Extended Market (midcap and small cap-US fund)
3. VGELX: Van. Energy Fund (Admiral) (will sell if oil prices ever increase)
4. VGHAX: Van. Health Care Fund (Admiral)
5. XLU: Utility ETF (held in my dividend portfolio)
6. VUG: Van Growth ETF
BALANCED FUNDS
7. VWENX: Wellington (Admiral)
8. VWINX: Wellesley (largest holding)
9. OAKBX: Oakmark Equity and Income Fund
BOND FUNDS/ETF’s
10. TIP TIP
11. VFIIX Van GNMA
12. VWIUX Van Intermediate Tax-Exempt Admiral (2nd large holding)
13. VFSUX Van Short-Term Invest Grade Admiral (3rd large holding)
Below is what I am left with. Any suggestions of what makes sense to add or eliminate?
I do need to have enough mutual funds/etf’s to make this interesting for me. Not included in this list are 24 dividend stocks (in a portfolio of their own).
Here are the investments. Please hold your applause until all have been read. Thank you.
EQUITY FUNDS/ETF:
1. VEU: Van. All-World-exUS fund
2. VFX: Van. Extended Market (midcap and small cap-US fund)
3. VGELX: Van. Energy Fund (Admiral) (will sell if oil prices ever increase)
4. VGHAX: Van. Health Care Fund (Admiral)
5. XLU: Utility ETF (held in my dividend portfolio)
6. VUG: Van Growth ETF
BALANCED FUNDS
7. VWENX: Wellington (Admiral)
8. VWINX: Wellesley (largest holding)
9. OAKBX: Oakmark Equity and Income Fund
BOND FUNDS/ETF’s
10. TIP TIP
11. VFIIX Van GNMA
12. VWIUX Van Intermediate Tax-Exempt Admiral (2nd large holding)
13. VFSUX Van Short-Term Invest Grade Admiral (3rd large holding)