Mutual Funds Portfolio Rebalance

August 3, 2007

I went through an exercise of researching some mutual funds and building a “Target Portfolio”.

Why go through this exercise? My current investments are way too risky. Over 50% of my mutual funds are international funds. And that’s not including some ETFs and ADRs I have. So I decided to build a more balanced portfolio.

It will probably take me a few years to achieve this balance, since I don’t plan in selling my DGNTX and RISIX assets.

I currently hold VFINX and VGTSX, but will replace them with VTSMX and DODFX.

Posted in Finances, Investment