Bichon Frise wrote:
Market Cap is one way and gets you 99% of the way there. Another option is if you want to tilt or slice&dice you can use the Morningstar 9 grid boxes, setup a spreadsheet and multiply by the % you want in each and sum them together.
I did this, and using your 92/8% numbers, it is a little off (less than a percentage point or so) in some areas compared to VTSAX (pick your poison). So, if you are tilting in other areas of your portfolio, you could use this to reflect that and then pick up some of the more "specialty" funds in the other 1/3 or so of your portfolio. Just an option for a bit more juggling.
And while I have a moderator's attention, why can't we post excel spreadsheets? I hosted this one on my blog, but GRS should stop being so cheap.
New to the forum, sorry to revive this old post but I'm also in a situation where I'm limited in my 401k options and thus far it seems like the same two Russel 2000 and 1000 options are as good as it gets. I was looking at the spreadsheet you posted and the one part I don't understand is how did you come up with the numbers inside boxes? I get that they add up to 100 but for example, how did you know the Russel 2000 was 1 - 1- 5 across the middle?
Sorry if this is painfully obvious, again I'm new here just starting to learn. Thanks!