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.

Elliot Street School 

Newark NJ Public Schools

40/60

40% Equity

U.S. Large-Cap Blend
4% EQ/Equity 500 Index Portfolio
U.S. Small-Cap Blend
14% EQ/Small Company Index Portfolio
International Large-Cap Growth
20% EQ/International Equity Index Portfolio
REIT
2% Invesco VI Global Real Estate Fund

60% Fixed Income

Intermediate Bond
45% EQ/Core Bond Index Portfolio
Treasury Inflation Protected Securities
15% EQ/PIMCO Global Real Return Portfolio

60/40

60% Equity

U.S. Large-Cap Blend
6% EQ/Equity 500 Index Portfolio
U.S. Small-Cap Blend
21% EQ/Small Company Index Portfolio
International Large-Cap Growth
30% EQ/International Equity Index Portfolio
REIT
3% Invesco VI Global Real Estate Fund

40% Fixed Income

Intermediate Bond
30% EQ/Core Bond Index Portfolio
Treasury Inflation Protected Securities
10% EQ/PIMCO Global Real Return Portfolio

80/20

80% Equity

U.S. Large-Cap Blend
8% EQ/Equity 500 Index Portfolio
U.S. Small-Cap Blend
28% EQ/Small Company Index Portfolio
International Large-Cap Growth
40% EQ/International Equity Index Portfolio
REIT
4% Invesco VI Global Real Estate Fund

20% Fixed Income

Intermediate Bond
15% EQ/Core Bond Index Portfolio
Treasury Inflation Protected Securities
5% EQ/PIMCO Global Real Return Portfolio

The following asset classes are missing from this portfolio:
International Small-Cap Value

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