About a year ago I hired a financial planner to manage assets in my retirement accounts but am starting to think about doing it myself.
I don’t disagree with the general approach they’re taking, but it seems like it should be simple enough for me to do myself every 6 months or whatever.
The gist of the strategy is a balance across large/mid/small cap and sectors at certain percents along with some % of bond funds and some real estate funds.
I think my main questions are how do I identify and compare various funds that fall into these broad categories to try and pick the ones I want to actually invest in.
The boglehead wiki is a good place to start and reference and the lazy portfolio article has some good details.