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.

Amos Energy Corporation 401k

Amos Energy Corporation 401k

40/60

40% Equity

U.S. Large-Cap Blend
10% Vanguard Institutional Index
U.S. Small-Cap Growth
10%  New Horizons Fund
International Large-Cap Growth
20%  Harbor International Fund

60% Fixed Income

Intermediate Bond
42% US Bond Enhanced Index
Short Term Bond
18% Short Term Bonds

60/40

60% Equity

U.S. Large-Cap Blend
15% Vanguard Institutional Index
U.S. Small-Cap Growth
15%  New Horizons Fund
International Large-Cap Growth
30%  Harbor International Fund

40% Fixed Income

Intermediate Bond
28% US Bond Enhanced Index
Short Term Bond
12% Short Term Bonds

80/20

80% Equity

U.S. Large-Cap Blend
20% Vanguard Institutional Index
U.S. Small-Cap Growth
20%  New Horizons Fund
International Large-Cap Growth
40%  Harbor International Fund

20% Fixed Income

Intermediate Bond
6% US Bond Enhanced Index
Short Term Bond
14% Short Term Bonds

The following asset classes are missing from this portfolio:

U.S. Large Cap Value
U.S. Small Cap Value
International Large Cap Value

International Small Cap Growth
International Small Cap Value
Emerging Markets
U.S. REITS

International REITS
TIPS

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: