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.

Florida Retirement System

Florida Retirement System (Updated 6.21.18)

40/60

40% Equity

U.S. Large-Cap Blend
5% FRS U.S Stock Market Index Fund  
U.S. Small-Cap
15% FRS Small/Mid Cap Stock Fund
International Equity
20%  FRS Foreign Stock Index Fund

60% Fixed Income

Intermediate-Term Bond
60% FRS Intermediate Bond Fund

 

60/40

60% Equity

U.S. Large-Cap Blend
7.5% FRS U.S Stock Market Index Fund  
U.S. Small-Cap
22.5% FRS Small/Mid Cap Stock Fund
International Equity
30%  FRS Foreign Stock Index Fund

40% Fixed Income

Intermediate-Term Bond
40% FRS Intermediate Bond Fund

80/20

80% Equity

U.S. Large-Cap Blend
10% FRS U.S Stock Market Index Fund  
U.S. Small-Cap
30% FRS Small/Mid Cap Stock Fund
International Equity
40%  FRS Foreign Stock Index Fund

20% Fixed Income

Intermediate-Term Bond
20% FRS Intermediate Bond Fund
 

The following asset classes are missing from this portfolio:
Int'l Small-Cap Growth
Int'l Small-Cap Value
U.S. REITS
Int'l 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:

401411-allocation chart.png