Comments on: Creating a Virtual All-EFT Portfolio

By: All ETF Portfolio Performance – The Power of Dollar Cost Averaging

All ETF Portfolio Performance – The Power of Dollar Cost Averaging — Mon, 28 Sep 2009 18:21:18 +0000

[...] what I am doing on Twitter Thanks for stopping by!Back in August 2008, I designed a diversified, all-ETF portfolio before the collapse of Lehman Brothers triggered the huge sell-off of the stock market. The goal I [...]

By: Asset Allocation Is Important to Investment Portfolio

Asset Allocation Is Important to Investment Portfolio — Fri, 14 Nov 2008 03:21:34 +0000

[...] Creating a Virtual All-EFT Portfolio [...]

By: Sun

Sun — Tue, 19 Aug 2008 04:53:09 +0000

Christian: I think equal weight fund like RSP performs better when mid and small companies outperform large companies because their have the same weights on the index as their large counterparts (BTW, RSP at ER of 0.40% isn’t cheaper than SPY). Mid and small cap funds have some difficult time recently. Hopefully, things can turn around soon.

As for foreign stocks, since EFA is mainly a fund invested in developed economies, a fund for developing markets, such a BRIC fund, will be a good choice.

By: Christian D.

Christian D. — Sun, 17 Aug 2008 13:33:54 +0000

I think ETF’s are great. With the recent turn around I put most of our money into ETF’s and only hold a few individual stocks (no mutual funds).

However, I might look to different areas with some of the ETF’s. Right now I know the Mid Caps are out performing the S&P 500 (some choices are IJK or an Ultra MVV (2 times the Mid Cap S&P 500 I believe)). At a minimum I might consider something equal weighted rather than Cap weighted (RSP is an Equal Weight ETF…cheaper as well) I’m not sure what I’d do for some foreign exposure. I’ve been burned on it and I know that the S&P is out performing the EFA on a relative strength basis.

By: Ten Things I Think I Think (and Some Links)

Ten Things I Think I Think (and Some Links) — Sun, 17 Aug 2008 09:24:34 +0000

[...] Sun’s Financial Diary is creating a virtual all-EFT portfolio? It’s a great way to practice your investment [...]

By: Saturday Money Links - August 16, 2008 | Million Dollar Journey

Saturday Money Links - August 16, 2008 | Million Dollar Journey — Sat, 16 Aug 2008 10:31:09 +0000

[...] Sun’s Financial Diary tell us about Creating a Virtual All-EFT Portfolio. [...]

By: Lessons Learned, Link Love, and other alliteration » The Penny Saved

Lessons Learned, Link Love, and other alliteration » The Penny Saved — Fri, 15 Aug 2008 16:56:44 +0000

[...] For those of you who are interested in ETFs, Sun has a great article on setting up a virtual ETF portfolio [...]