Author Topic: Portfolio choice for Global portion of allocation. Thoughts?  (Read 838 times)

h2ogal

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Portfolio choice for Global portion of allocation. Thoughts?
« on: December 02, 2014, 05:48:07 PM »
Hello -
My investment portfolio was heavy in US Equities, light in cash and non-US Equities, so I decided to re-balance and add a non-US stock index fund.  My 401K doesn't have many choices.  Here is what is available: 

SSgA Global Equity ex U.S. Index Fund - Class C
or
American Funds EuroPacific Gr R5

I'm leaning towards the SSgA fund due to lower fees, passive management, broader base.  No plan to sell/exchange anything, just plan to start regular monthly DCA purchases. 

My other option is to schedule regular purchases of a Fidelity or Vanguard global index fund via my regular Fidelity brokerage account (non Tax Advantaged), and keep my usual 401k monthly purchase of SSgA S+P 500 index.

I'd be interested to hear your thoughts and advice.

windypig

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Re: Portfolio choice for Global portion of allocation. Thoughts?
« Reply #1 on: December 02, 2014, 06:48:21 PM »
SSgA Global Equity ex U.S. Index Fund - Class C

because expense ratio is much better and because it is suggested here: http://www.bogleheads.org/wiki/Three-fund_portfolio

for those using state street.

I presume both are no transaction fee
« Last Edit: December 02, 2014, 08:14:03 PM by windypig »

h2ogal

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Re: Portfolio choice for Global portion of allocation. Thoughts?
« Reply #2 on: December 02, 2014, 08:03:15 PM »
Thank You!