This position would be 10% of my overall portfolio position, which is relatively diversified. Any ideas?
2007-03-03 12:16:54 · 4 answers · asked by noodleshopceo 2 in Business & Finance ➔ Investing
Vanguard Equity Income fund. It is a good one. Go to Vanguard.com
2007-03-04 00:03:14 · answer #1 · answered by ? 6 · 0⤊ 0⤋
You are looking for something for this particular $ 4000. .. is that the picture?
Okay... you already have a " fairly diversified " portfolio....is there anything that you've left out ? that you would feel comfortable with? Emerging Mkts? REIT's? mix up some ETF's?...
Is your portfolio mostly in stocks or funds? If you're all stocks get a nice fund....if you're all funds, how about a nice solid dividend- paying stock? PCU...( 10% div....copper for those growing economies of China , Lat Am, Indonesia )
OR... you just add more to whatever has been working best for you.
If you're not overly invested in energy this is a good time of the year to buy a "refiner" ( TSO, FTO) ..but that's more of a " trade" than an investment...you'd be getting out in July, August ( hopefully with a nice return)
Just a few thoughts...good luck.
2007-03-04 00:23:58 · answer #2 · answered by jebediabartlett 6 · 0⤊ 0⤋
Put into mutual funds with a good discount house like Vanguard.
Diversify your holdings to the risk level you feel most comfortable such as 50/50 stock /bonds or 70/30 stock/bonds. What ever your comfort level is try to keep that % +or - of the target allocation. Try to use the index funds for the best costs to you.
You do not need a financial expert to do this.
2007-03-04 00:14:27 · answer #3 · answered by Brick 5 · 0⤊ 0⤋
A Target Retirement mutual fund from T. Rowe Price or Vanguard.
2007-03-03 22:27:51 · answer #4 · answered by gosh137 6 · 0⤊ 0⤋