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.

Delta Airlines

Delta Airlines

40/60

40% Equity

U.S. Large-Cap Blend
9% S&P 500 Index
U.S. Small-Cap Blend
9%  Small/Mid Cap Index
International Large-Cap Growth
14% International Equity Index Fund
REITS
4% Deutsche Real Estate
Emerging Markets
4% Emerging Markets Index

60% Fixed Income

Intermediate Bond
40% Bond Index
Short-Term Bond
20% Stable Value

60/40

60% Equity

U.S. Large-Cap Blend
13% S&P 500 Index
U.S. Small-Cap Blend
14%  Small/Mid Cap Index
International Large-Cap Growth
21% International Equity Index Fund
REITS
6% Deutsche Real Estate
Emerging Markets
6% Emerging Markets Index

40% Fixed Income

Intermediate Bond
25% Bond Index
Short-Term Bond
15% Stable Value

80/20

80% Equity

U.S. Large-Cap Blend
18% S&P 500 Index
U.S. Small-Cap Blend
18%  Small/Mid Cap Index
International Large-Cap Growth
28% International Equity Index Fund
REITS
8% Deutsche Real Estate
Emerging Markets
8% Emerging Markets Index

20% Fixed Income

Intermediate Bond
15% Bond Index
Short-Term Bond
5% Stable Value

The following asset classes are missing from this portfolio:

U.S. Large-Cap Value
U.S. Small-Cap Value
Int'l Large-Cap Value
Int'l Small-Cap Growth
Int'l Small-Cap Value
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:

401411-allocation chart.png