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Old 06-17-2008, 03:00 PM   #14
lookout123
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Join Date: Apr 2004
Location: Right behind you. No, the other side.
Posts: 10,308
Quote:
Vanguard Windsor II Fund Investor Shares (I don't even know what this is, but it sucks) [YTD -8.86%]
But the fees are low.

it is generally an income oriented large cap fund. Think of all the company names you know and you'll find most of them in there. You've got the right idea on diversification so good job. It is almost text book. Only a couple questions to think about.

How long before you retire?
Over the long term do stocks or bonds outperform?
Is there a fund in your portfolio that might drag you down over longer periods of time?
What percentage of the most profitable companies are domestic?
What effect does a falling dollar have on domestic/foreign investments?
What percentage of your holdings are domestic?

There is no right or wrong answer, just something to think about.

BTW, that bond fund is a good one that I have used with many of my clients.
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