Subject: Re: Investment Advice to a Trustee
Here is a suggested allocation for the portion of your portfolio where you desire "know nothing full exposure" to the US market.
Sure, could do that. There are all-in-one products that would make it simpler to manage. My concern is recommending something that gets closed or languishes in some way. I want them to get a reasonable result, it doesn't have to be sensational. One hopes the kids all have successful and satisfying careers.
Currently cap weighted may not be favorable, but a person DCA-ing over multiple decades, the difference between the two may not be much.
I agree, though in the context of this thread the investments will be lump sum. Probable timeline: I die, wife leaves everything as is, she dies, everything goes into separate trusts for the kids, trustee decides what investments to use in each trust.