The below video presents a model I created to analyze a portfolio of Vanguard mutual funds. The purpose of this model was to construct a portfolio from Vanguard's low cost funds, but increase exposure to companies with smaller market capitalizations and expanded from there. The model applies weights to specific funds from the Vanguard family of funds and calculates the hypothetical portfolio's exposure to each sector, five classifications of market capitalization, and stocks versus bonds, as well as Vanguard's measure for expense ratio and asset turnover.

The video has been viewed over 2,500 times and I have shared a copy of this model upon request. Please email me to request a copy of this model.