The Grow Your Wealthy Mindset Podcast

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

Elisa Chiang Season 3 Episode 128

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

 

 

Please subscribe and leave a review on your favorite Podcasting platform.

If 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/fiworkbook

Dr. 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.com

Instagram https://www.instagram.com/GrowYourWealthyMindset

Facebook https://www.facebook.com/ElisaChiang

https://www.facebook.com/GrowYourWealthyMindset

YouTube: https://www.youtube.com/c/WealthyMindsetMD

Linked In: www.linkedin.com/in/ElisaChiang


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. While Dr Elisa Chiang is a money coach for physicians, she is not a c...

People on this episode