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Dr Tarr:

Really interesting analysis. Like the OP, I have (what I thought was) mid-cap exposure in a combination of Ishares midcap 400 (IJH) and Fidelity's Low Price Fund (which I've had for approximately forever). Are they both not "really" midcaps per your analysis?

While we're at it, I'm two years from retirement and the stock portion of my portolio (60% of total portfolio) is:

large cap, 35%, a combination of stocks, s&P 500 index fund, and IVV

"mid-cap", 10%, IJH and Low-Price, as per above,

Small Cap, 5%, IJR (Ishares small-cap 600)

Emerging Markets, 10%, VWO (Vanguard)

Good, bad, or indifferent?


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