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SVTPerformance's Chain of Restaurants
Road Side Pub
Time For An Investment Manager?
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<blockquote data-quote="03cobra#2" data-source="post: 16870554" data-attributes="member: 52057"><p>Update. Decided against using any type of financial advisor. I have consolidated my funds to A 3 fund approach (index fund, bond fund, and foreign fund) at a 60 / 20 / 20% allocation to give a nice broad scope to hopefully match the market. After dissecting my portfolio I realized my funds had pretty high expense ratios (.60 to.80) and total return was less than the market over the last 5 years. So I have ditched that stuff and went to much lower expense funds (.02-.05%). I did a lot of reading on this sight the last few months. Slow and steady wins the race we shall see.</p><p></p><p>[URL unfurl="true"]https://www.bogleheads.org/forum/index.php[/URL]</p></blockquote><p></p>
[QUOTE="03cobra#2, post: 16870554, member: 52057"] Update. Decided against using any type of financial advisor. I have consolidated my funds to A 3 fund approach (index fund, bond fund, and foreign fund) at a 60 / 20 / 20% allocation to give a nice broad scope to hopefully match the market. After dissecting my portfolio I realized my funds had pretty high expense ratios (.60 to.80) and total return was less than the market over the last 5 years. So I have ditched that stuff and went to much lower expense funds (.02-.05%). I did a lot of reading on this sight the last few months. Slow and steady wins the race we shall see. [URL unfurl="true"]https://www.bogleheads.org/forum/index.php[/URL] [/QUOTE]
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SVTPerformance's Chain of Restaurants
Road Side Pub
Time For An Investment Manager?
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