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HELP Constructing/Rebalacing Portfolio Davake  09-24-2008, 2:16 PM | Post #2566136  | 
2  

I want to implement/rebalance my retirement Portfolio following the allocations in the table below. The 3 objectives are to focus on 1) Specific asset class or market sector  2) No style drift  3) low portfolio turnover.

I prefer ETF's large enough to support trading volume, and with extemely low turnover. Thanks in advance for your recommendations.

 US Stocks%SymbolName
1Large Cap Value23%  
2Large Cap Growth8%  
3Mid-Cap Value3%  
4Mid-Cap Growth3%  
5Small-Cap Value4%  
6Small-Cap Growth3%  
 Total44%  
     
 International Stocks   
7Value5%  
8Growth3%  
9Emerging Markets2%  
 Total10%  
     
 Bonds   
10Government - Short-Term4%  
11Government - Intermediate-Term17%  
12Corporate Short-Term5%  
13Corporate Intermediate-Term7%  
14Corporate Long Term1%  
15International2%  
 Total36%  
     
 Hedge Positions   
16Real Estate4%  
17Natural Resources4%  
18Cash2%  
 Total10%  
     
 TOTAL100%  

Topics asset allocation diehards ETF Portfolio portfolio allocation View Complete Thread
 
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