ETF Portfolio for the long term (ROTH)

Financial Planning - Financial planning in general. (Moderated) 

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Subject Author Date ETF Portfolio for the long term (ROTH) Shhhh 05-31-2007  Re: ETF Portfolio for the long term (ROTH) Ron Peterson 06-04-2007
Posted by Shhhh on May 31, 2007, 4:58 am Hello all, Does a diversified ETF portfolio for an IRA or any long term savings require that you invest in both Mid-cap and Small-cap?? Is that the way it is mostly done? I am looking at a fairly aggressive ETF portfolio... one that is still diversified, but concentrated in higher risk areas. here is my thought so far... EEB (BRIC fund (Brazil, Russia, India, China) EFA (MSCI EAFE Index) ILF (latin america, this may be redundant with EEB holding a large position in brazil) VBR (Vanguard Small-cap Value) VOE (Vanguard Mid-cap Value) Off the bat I'm thinking perhaps ILF isn't necessary. but I'm also not sure about VBR and VOE, are both a good idea, or should I choose 1 and get rid of the other? What are your thoughts on the above? If I were to get rid of ILF and/ or one of the vanguard funds what would you replace them with, bearing in mind this is for an IRA and I still have 30+ yrs till retirement. Thanks, Shhhh Posted by Ron Peterson on June 4, 2007, 12:51 am > Hello all, > > Does a diversified ETF portfolio for an IRA or any long term savings > require that you invest in both Mid-cap and Small-cap?? Is that the way it is > mostly done? That would help. > What are your thoughts on the above? You need more funds, so that you can rebalance when one sector of the economy grows faster than the others. If I were to get rid of ILF and/ > or one > of the vanguard funds what would you replace them with, bearing in > mind this > is for an IRA and I still have 30+ yrs till retirement. You need to be 10 - 20% in energy (natural resources) depending on your exposure in the other funds. -- Ron Similar Threads Posted Can a short term capital loss balance long term capital gains? October 19, 2008, 8:11 am Long Term Goal October 25, 2007, 5:06 am Supplemental Long-Term Disability January 28, 2007, 12:06 pm Re: short vs. long-term bonds July 3, 2007, 2:02 pm Re: short vs. long-term bonds July 4, 2007, 9:34 am The Elusive 7%-10% long term average... June 24, 2008, 5:25 am long term care and Medicare September 19, 2008, 4:14 pm Using CPI as basis for long term care policy January 31, 2007, 8:30 am long term health care plans December 20, 2007, 4:55 pm Source of info on long term care insurance October 24, 2006, 7:20 pm