He began by investing in stocks and funds with higher fees. Early retirement wasn't an accident for Quan, nor was it a sudden decision after he sold his company. Gaining exposure to this fund helps balance his exposure to US stocks which he gets from a few funds he holds. "Ironically enough, I want to say that COKE has grown the most over the time as an individual stock," Quan said. He has mainly been allocating to iShares' IEMG in order to increase his exposure to those markets.

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Persons: Michael Quan, wasn't, Quan, CWGIX, COKE, maxing, wife's ROTH Organizations: Income, Vanguard, Investment Company Institute, Holdings, Vanguard FTSE, Cola Consolidated Inc, DFA Locations: Canada, Europe, Japan