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Re: How to Fix the Flawed Tilt with the PP's Equity Component

Posted: Tue Nov 24, 2015 2:51 pm
by Jack Jones
If one only had access to an SP500 fund and a small cap index fund, what's the best you could do? 50/50 in each?

Re: How to Fix the Flawed Tilt with the PP's Equity Component

Posted: Tue Nov 24, 2015 3:07 pm
by mathjak107
i kind of like the equity break down in that global x permanent portfolio fund . nice mix in that section .

Re: How to Fix the Flawed Tilt with the PP's Equity Component

Posted: Tue Nov 24, 2015 3:49 pm
by Jack Jones
Jack Jones wrote: If one only had access to an SP500 fund and a small cap index fund, what's the best you could do? 50/50 in each?
For the two funds I'm interested in (VSCPX and FXAIX) a 50/50 split would result in:

Market Capitalization
Size    % of Portfolio
Mega    25.8%
Large    18.2%
Mid    25.3%
Small    25.3%
Micro    5.4%

Not bad.