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Example Portfolio Simple. Low Cost. Diversified. Market Returns. Given that a collection of exchange traded index funds that represent the entire world stock market offers superior after-tax returns, what would a real world investment portfolio look like? Below is an example stock portfolio. It includes five tax-efficient, low cost exchange-traded index funds with a combined management fee of approximately 0.16% per year. All the funds can be purchased just like a stock through any brokerage account.
This is a well diversified, global mix of stocks, including large and small companies in the U.S. as well as companies in both overseas developed and emerging countries. Depending on your risk tolerance, time horizon and financial needs, an all stock portfolio may not be suitable. For more information on this subject, see our Keep It Simple Guide To Investing.
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