contact us

401411.com is a service of the radio show, "Talking Real Money" and Vestory Investment Advisory.

If you would like to ask a question of share a comment, please use the form at the right.

If you would like to submit a plan for review, please use this form.

Thanks for stopping by!

           

123 Street Avenue, City Town, 99999

(123) 555-6789

email@address.com

 

You can set your address, phone number, email and site description in the settings tab.
Link to read me page with more information.

Amazon

Amazon

40/60

40% Equity

U.S. Large-Cap Blend
10% Vanguard Institutional Index
U.S. Small-Cap Growth
5%  American Beacon Small-Cap Growth
U.S. Small-Cap Value
5%  Vanguard Windsor II
International Large-Cap Blend
20%  Vanguard Total International Stock Index

60% Fixed Income

Intermediate Bond
60%  Vanguard Total Band Index

60/40

60% Equity

U.S. Large-Cap Blend
15% Vanguard Institutional Index
U.S. Small-Cap Growth
7%  American Beacon Small-Cap Growth
U.S. Small-Cap Value
8%  Vanguard Windsor II
International Large-Cap Blend
30%  Vanguard Total International Stock Index

40% Fixed Income

Intermediate Bond
40%  Vanguard Total Band Index

80/20

80% Equity

U.S. Large-Cap Blend
20% Vanguard Institutional Index
U.S. Small-Cap Growth
10%  American Beacon Small-Cap Growth
U.S. Small-Cap Value
10%  Vanguard Windsor II
International Large-Cap Blend
40%  Vanguard Total International Stock Index

20% Fixed Income

Intermediate Bond
20%  Vanguard Total Band Index

The following asset classes are missing from this portfolio:

U.S. Large-Cap Value
Int'l Large-Cap Value

Int'l Small-Cap Growth
Int'l Small-Cap Value
Emerging Markets
U.S. REITS
Int'l REITS
Short-Term Bonds
Intermediate Bonds

You should try to invest in as many of these asset classes as possible through IRA or individual taxable accounts to arrive at a portfolio that comes close to the chart below: