EPISODE · Nov 6, 2024 · 20 MIN
Episode 128: Keeping Your Investing Simple: The One Fund or Three Fund Portfolio
from The Grow Your Wealthy Mindset Podcast · host Elisa Chiang
Send us Fan MailI 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:VanguardVanguard 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% FidelityFidelity 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 Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakesIf you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbookDr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching .You can learn more about Elisa at her website or follow her on social media.Website: https://ww.GrowYourWealthyMindset.comInstagram https://www.instagram.com/GrowYourWealthyMindsetFacebook https://www.facebook.com/ElisaChianghttps://www.facebook.com/GrowYourWealthyMindsetYouTube: https://www.youtube.com/c/WealthyMindsetMDLinked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mindset Podcast...
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Send us Fan Mail 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) ...
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Episode 128: Keeping Your Investing Simple: The One Fund or Three Fund Portfolio
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