My wife is finally getting on the investing training. She’s opening for Roth . Would love you guys’s opinion  on a simple 5 to 10 fund portfolio. I am thinking. $VOO$QQQM$SPMO$SCHD or $DGRO or $VYM and small cap such as $DFAT and some international such as $VXUS or $SCHF . My wife is 36 what are companies 401(k) but we’re starting to roth for her now. Any recommendations would be appreciated.
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13 Comments
Ryan @compoundclover · 23h
VOO, SCHD, and VXUS pretty much cover the entire world economy. I have those three, with VOO being the largest foundational part of my portfolio. I think with everything else theres makes it too over lapping and complex. Keep it simple and clean.
J @icallbullshit · 20h
www.etfdb.com is a great resource to compare and research ETFs. Good speed Raj.
I don’t think you need that many ETFs. Try to do 3-5. Maybe $SPYM for the S&P500 which has a lower expense ratio than $VOO. Then $SPMO for some momentum, $VTI for small cap and large cap US, and $VXUS for international. Or eliminate VTI & VXUS for $VT for a 3 fund portfolio
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