How to achieve 80:20 fund ratio?

Hey everyone!

I’m faced with a math problem.

I would like to achieve 80% US equity vs. 20% of world distribution ex-US, with two funds:

  • VNRT that has: 95.3% of US funds, and 4,7% of Canadian
  • VWRD that has: 55.3% of US funds and 44,7% of world funds

What percent of both do I need to hold to achieve the end ratio of 80:20?

Thanks for your help!!

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Just through trial and error, 62% VNRT and 38% VWRD should give you 80.1% US equity. Hope this helps.

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@cavanhagan thanks for your help! Yes, this helps most definitely!

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The math answer would be:
x*0.953 + (1-x)*0.553 = 0.8, and solving for x gives
x = 0.6175, or 61.75% of VNRT.


@Chanou thanks for the detailed calculation, I really appreciate your help!

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