Asset Allocation


The allocation of funds across different asset classes such as:

  • Stocks
  • Bonds
  • Foreign Stocks
  • Commodities
  • Real Estate

ETFs


Exchange Traded Funds (related to ETN, Exchange Traded Notes). Acts like both a mutual fund (pooled money) and a stock, price changes throughout the day and one can buy as little as 1 share. This makes it very easy to diversify.
  • Stocks - IVV - S&P 500 (500 of the largest American stocks).
  • Bonds - TLT - Long Term Treasuries (Some tax advantages)
  • Foreign Stocks - EFA - iShares MSCI EAFE Index
  • Commodities - SLV - Sivler
  • Real Estate - VNQ - Typically in the form of REITs. REITs are Real Estate Investment Trusts and are something of a sector specific mutual fund already.

ETFs may be further diversified:
  • Stocks
    • Large Cap - S&P 500 (or Dow 30)
    • Mid Cap - IVOO - Already much better return in dividends than a savings account.
    • Individual market segments



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