Asset Classes Rated

Asset ClassRating in IRAsRating In TaxableCost (ER)Experts OpinionComments
Stocks
Total USAAAATotal US Stock Market. Low cost, tax efficient, well diversified, universally recommended.
US Small ValueB+BA-BHistorically small and value stocks have outperformed. The future may or may not repeat. Optional.
Total IntlAAA-AIt's critical you diversify beyond the US. Some funds lack Emerging Market. See Fund Ratings.
Intl SmallBB-B-A-Further diversify with a international small cap, if you don't mind the cost.
Intl ValueBB-BBCapture the value premium (if it continues to exist) internationally.
Real Estate
US REITB+C+ABSeparate asset class or just a sector fund?
Bonds
Conventional Bond/MUNIAAAAThe bedrock of your portfolio. Bondholders sleep well at night
TIPS (Inflation Adjusted)AB-AA-Government bonds with inflation protection. What's not to like?
High Yield (Junk) BondsC+CACTake your equity risk on the stock side. Keep your bonds risk free.
Unhedged Foreign BondsCDC+CUnhedged funds offer currency risk and low yields. Most experts: Keep your bonds domestic.
Hedged Foreign BondsCDDCHigh Fee, low yield relative to US funds. Maybe ok if foreign risk free rates rise enough.
Commodity Related
Commodities FuturesB-CCB-High fee, complex funds. A modest amount may smooth fund returns.
Precious Metal StocksBCBBAvoid sector funds generally, some experts OK a small amount of PME. Few open fund choices.
Gold/MetalsB-CC+B-Strictly optional. Shouldn't rise in value faster than inflation over the long term. A small amount may diversify
Other Funds
Foreign Real EstateCCCDHigh fee sector fund, usually contains companies involved in real estate, not true REITs.
Midcap FundsBBACNothing wrong with midcap per se, some studies show they do well in some countries.
Small Cap FundsBBABNothing wrong with small cap, but might as well go small value.
MicrocapB-B-CBYou might catch more of a small premium with these tiny stocks. But expensive.
High Dividend FundsCCB+DNo evidence than dividend stocks outperform. Value stocks do.
Growth FundsDDADGrowth underperforms historically.
Active (Non Index) FundsDDDDThese vary from decent to awful. But most underperform, under-diversfy, and style drift. Wise investors index.
Sector FundsDDCDYou just can't know if one sector will outerperform another. Own the whole market.
Country FundsDDCDSee Sector Funds above. Same with countries.
Concentrated Stock FundsDDCDThese are funds with less than 100 or so risky securities. Low diversification equals high risk.
Currency FundsFFFFBetting on currency movements is a sure road to poor investment performance.
Short FundsFFFFBetting against the market is an even surer road to ruin.
Single CommodityFFFFHigh expense, low expected return, low diversification, you're smarter than that.
Inverse FundsFFFFThese go up (sometimes) when the market goes down. If you need to lose of money in a hurry, head to Vegas.
Funds will funny namesFFFFThe "Macroshares Oil Up Tradable Shares" fund? Keep it simple.