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Narrowing down portfolio funds

cheapneon1
edited January 1 in Fund Discussions
Better table of funds https://imgur.com/a/celkp9Y
Hello all, any input on narrowing down my portfolio funds would be greatly appreciated, I have been extensively researching funds through my schwab account, which has great tools btw, and after the last few months I've come up with this. Some of these are new funds of great funds that are mirror images or very similar , Like PARWX = PRVS, OAKMX=OAKM, OLGAX=JGRO, NPFFX=CGGO, TCAF appears to be the equity portion of PRWCX, CGDV doesn't appear to be an exact clone of a specific fund, kinda of a hybrid of AMFFX and WSHFX, but really its own thing. CGUS and CGGR seem to be AIVSX and AGTHX respectively.
Also if you have other funds to recommend I'm all ears

Large FNDX SWPPX SCHG CGGO
SCHD TCAF QQQ FNDF
AVLV VPMCX FBGRX DFIV
CGDV SPMO CGGR VIGI
OAKM CGUS TCHP IHDG
PRVS JGRO
DGRW

Mid WTV SCHM IWP
TMSL XMMO
XMHQ PRNHX

Small AVUV
FNDA
SCHA

Comments

  • CrashCrash
    Hello. Perhaps just edit your posting down? Condense it, make it more sharply focused? What are you seeking, exactly?
    any input on narrowing down my portfolio funds would be greatly appreciated

    But then there are dozens listed. Do you own them all? Then you'd be running your own mutual fund. Anyhow, you're smart to streamline. Do stay diversified, though. Tell us your age and two or three long-term goals with your money.

    I'm in Schwab, too. Nothing on the website is obvious and easy to find. After some work, it's true: good research tools.
  • cheapneon1
    sorry the format copy paste translated bad, here is the table of funds https://imgur.com/a/celkp9Y , Im 28 this is for long term retirement
  • CrashCrash
    My son just turned 31 and I'm recommending 100 percent stocks for him until he gets to age 50 or so.

    SCHD, I note from your list. If you're taking dividends, be sure to reinvest them. Otherwise, just choose funds which do not pay dividends. But reinvest all profits. TCAF is run by David Giroux. I'd say get into that one, before anything else. Giroux has the best long-term track record in the business.

    AVLV looks attractive. "...Avantis' managers build this portfolio from stocks that roughly land in the top 90% of the US market by market cap, with a few exceptions. They exclude REITs and regulated utilities..." (Morningstar.) I have come to agree with David Sherman of Crossingbridge, who asserts that REITS are just plain a bad investment. The shares can just be watered-down, anytime.

    I'll let some others add, here.
  • yogibearbullyogibearbull
    In the linked table, highlighted are SWPPX/SP500, QQQ/Nasdaq100, AVUV/SC. Those are fine starting choices, but mix will matter - most in SWPPX, some in QQQ, little in AVUV.
  • cheapneon1
    yes those were the ones I for sure wanted to be in!
  • FD1000
    edited January 1
    IMO, you must cut it down to 5 funds.
    Get used to a very limited number of funds and a max of only 2 fund switches per year.
    If not, that leads to more confusion, overlapping, overtrading, and making less money.

    Research shows that young investors usually do the above more than retirees.
  • mskursh
    IMO in the large cap space, i'm going to stick with the indexes. even if i'm goign to tilt one way or another.

    I used to be DFA in a 401k but switched to AVUV when I left that job and feel its prudent to tilt small value.

    RE: SCHD, I appreciate the popularity of SCHD bringing about some level of value awareness to a larger population of younger investors who have lived in the growth space but don't find it all that useful for most people.

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