Episode 128: Keeping Your Investing Simple: The One Fund or Three Fund Portfolio

The Grow Your Wealthy Mindset Podcast

I know everyone does love learning about finances and investing. Some people just want to know what they should invest in. In this episode, I talk about mutual funds that are one stop shopping where a single fun could meet your investment goal as well as putting together a diversified portfolio with three or four different funds.

Recommended funds to build your portfolio as mentioned in the podcast include:

Vanguard

Vanguard Total Stock Market Index Fund (VTSAX) Exp ratio 0.04%

Vanguard Total International Stock Index Fund (VTIAX) Exp ratio 0.12%

Vanguard Total Bond Market Fund (VBTLX) Exp ratio 0.05%

Vanguard Total International Bond Index Fund (VTABX) Exp ratio 0.11%

Fidelity

Fidelity ZERO Total Market Index Fund (FZROX) (Exp ratio 0%, not open to new investors) or Fidelity Total Market Index Fund (FSKAX) Exp ratio 0.015%

Fidelity ZERO International Index Fund (FZILX) (Exp ratio 0%, not open to new investors) or Fidelity Total International Index Fund (FTIHX) Exp ratio 0.06%

Fidelity U.S. Bond Index Fund (FXNAX) Exp ratio 0.025%

Charles Schwab

Schwab Total Stock Market Index (SWTSX) Exp ratio 0.03%

Schwab International Index (SWISX) Exp ratio 0.06%

Schwab U.S. Aggregate Bond Index Fund (SWAGX) Exp ratio 0.04%

T Rowe Price *

Total Equity Market Index Fund (POMIX) Exp ratio 0.19%

International Equity Index Fund (PIEQX) Exp ratio 0.26%

US Bond Enhanced Index Fund (PBDIX) Gross Exp ratio 0.28%

Northern Funds*

Stock Index (NOSIX)

International Index (NOINX)

Bond Index (NOBOX)

Dreyfus Funds*

S&P 500 Basic Index (DSPIX)

International Index (DIPSX)

Bond Index Basic (DBIRX)

*Funds suggested by the Bogleheads Wikki

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Disclaimer: The content provided in the Grow Your Wealthy Mindset Podcast is for informational and entertainment only and should not be considered professional investment, legal, or tax advice. Dr Elisa Chiang is not a certified financial planner, attorney, or accountant. The views expressed are the personal opinion of Elisa Chiang and her guests and should not be taken as advice specific to you, the listener of the podcast. Personal finance is personal and your personal financial decision need to be made based on your personal financial situation and risk tolerance after having completed your own due diligence.