Tom RE IRA Portfolio
1) Why did you decide to switch from INDUSTRY to STYLE
You could have kept IYE IBB IYG IYW and CHY/ACG and added 3 foreign funds (large value , small value, emerging market) and a metals fund and a REIT fund ( I thought you owned one already)
2) Why did you decide to go with Wisdomtree for most of your funds instead of I-shares which I think has cheaper fees and similar returns
IVE for large value
IWN for small value
ICF REIT
EFA for Foreign large cap
I may eventually simplify my own portfolio to
IVE large value
IWN small value
EFA foreign (and maybe China, Brazil, India, Austrailia funds)
ICF REIT
SHY / TLT US bond (depending on interest rate curve TLT when rates invert)
SCCO Southern Copper Company
Toofuzzy
Take the road less traveled. It will make all the difference.
