Comments on: The 4-Fund + 1 Portfolio – Episode #38

By: club penguin cheats

club penguin cheats — Wed, 23 Dec 2009 04:13:28 +0000

I think that looks great. Quite a simple portfolio. I should note there are both Tax Deferred retirement accounts (Traditional IRA) and Tax Free Retirement Accounts (Roth IRA).

By: penny stocks to watch

penny stocks to watch — Sat, 29 Aug 2009 00:45:06 +0000

Nice angle on things. I found your show very helpful to my trading

By: chiropractor seminars

chiropractor seminars — Fri, 28 Aug 2009 03:25:15 +0000

Your show is a informative.. I hope you will tackle some businesses like chiropractic practices.. I really want to watch that topic… well, thanks for sharing this video..

By: DVF Dresses

DVF Dresses — Wed, 26 Aug 2009 06:16:10 +0000

Your show is definitely worth watching. Nice tips. Well in my opinion the wealth comes from hard work and a good luck.This is the thing which you have to admit.

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fertility center new york — Wed, 19 Aug 2009 09:07:31 +0000

I do trading and this is great article for getting some interesting idea. Thanks a lot for share this

By: designers

designers — Fri, 31 Jul 2009 15:21:33 +0000

Well your show is much informative but can you change your topic “financial planning” in your next episode for the students who are in collage life and don't have money already saved up. How they can manage it? I hope you will think about it and start this topic very soon. Waiting for it.

By: Key Of Wealth

Key Of Wealth — Fri, 01 May 2009 11:03:09 +0000

Yes, i agree with Thai, i m also compelled to watch the last two episodes.

By: Key Of Wealth

Key Of Wealth — Fri, 01 May 2009 11:03:09 +0000

Yes, i agree with Thai, i m also compelled to watch the last two episodes.

By: ethan

ethan — Tue, 20 Jan 2009 07:20:17 +0000

Hi Thai!

I think that looks great. Quite a simple portfolio. I should note there are both Tax Deferred retirement accounts (Traditional IRA) and Tax Free Retirement Accounts (Roth IRA).

See the rest of my notes below:

(3) If you had to, you could loose the Treasury Bond Fund, in the tax-deferred account. Not really necessary since you'll have Treasury debt exposure through VMMXX. Maybe replace with TIPS fund, new episode covering them in detail coming out Wednesday.
(4) It's not tax deferred money market fund, just Tax-Free

An answer to your final question is difficult due to the word reasonable. All of the small cap stocks are included in a TSM fund, the thing is they account for a small percentage allocation of the portfolio because they have such small market caps. The S&P 500 alone accounts for about 80% of all stock market value in the United States. The other 4500 securities account for just 20%. Which means in a Total Market Fund your direct exposure to Small Caps is minimal, but there will still be exposure.

I will be covering Small Cap funds soon, but don't let this change your direction; you are on the right path as is. Plus, if the mood strikes you can always add a Small Cap Value fund down the road.

** IMPORTANT UPDATE **

There will be no episode released on Tuesday, January 20th. I had a last minute seminar pop-up and didn't have time to prepare an episode for Tuesday. We will be back on Wednesday, January 21st.

Thanks for your understanding.

Ethan Bloch
Host, The Way to Build Wealth

By: ethan

ethan — Tue, 20 Jan 2009 07:20:17 +0000

Hi Thai!

I think that looks great. Quite a simple portfolio. I should note there are both Tax Deferred retirement accounts (Traditional IRA) and Tax Free Retirement Accounts (Roth IRA).

See the rest of my notes below:

An answer to your final question is difficult due to the word reasonable. All of the small cap stocks are included in a TSM fund, the thing is they account for a small percentage allocation of the portfolio because they have such small market caps. The S&P 500 accounts for about 80% of all stock market value in the United States, which means the other 4500 companies account for just 20%. So even though you will have direct exposure to Small Cap stocks in a TSM fund, the exposure will be small when compared to S&P 500 exposure.

I will be covering Small Cap funds soon, but don't let this change your direction; you are on the right path as is. Plus, if the mood strikes you can always add a Small Cap Value fund down the road.

** IMPORTANT UPDATE **

There will be no episode released on Tuesday, January 20th. I had a last minute seminar pop-up and didn't have time to prepare an episode for Tuesday. We will be back on Wednesday, January 21st.

Thanks for your understanding.

Ethan Bloch
Host, The Way to Build Wealth