Emerging Markets

The standard ETF used to cover emerging markets in most of the ITA portfolios is VWO.  I'll continue to included it in the portfolios as they grow large enough to include that asset class.  For even larger portfolios, one might think about adding special countries.

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Grandchildren: Monitor Your Portfolio

"You can't manage what you don't measure."

The large majority of investors fail when it comes to monitoring their portfolio.  What all is involved in portfolio tracking?

1.  Internal Rate of Return (IRR) of the portfolio

2.  IRR for a benchmark such as the VTSMX index fund

3.  Table to show the asset allocation plan

4.  Risk measurement

All the above are included in the TLH Excel spreadsheet.

Platinum members have access to sample spreadsheets and video/audio help sessions.