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.

Frontier Communications

Frontier Communications

40/60

40% Equity

U.S. Large-Cap Growth
10% Vanguard Institutional Index
U.S. Small-Cap Growth
10%  Hartford Small Co.
International Large-Cap Growth
20%  Spartan International Index

60% Fixed Income

Intermediate-Term Bond
45% Spartan U.S. Bond Index Fund
Short-Term Bond
15% Fid Treasury
 

60/40

60% Equity

U.S. Large-Cap Growth
15% Vanguard Institutional Index
U.S. Small-Cap Growth
15%  Hartford Small Co.
International Large-Cap Growth
30%  Spartan International Index

40% Fixed Income

Intermediate-Term Bond
30% Spartan U.S. Bond Index Fund
Short-Term Bond
10% Fid Treasury

80/20

80% Equity

U.S. Large-Cap Growth
20% Vanguard Institutional Index
U.S. Small-Cap Growth
20%  Hartford Small Co.
International Large-Cap Growth
40%  Spartan International Index

20% Fixed Income

Intermediate-Term Bond
15% Spartan U.S. Bond Index Fund
Short-Term Bond
5% Fid Treasury

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
Emerging Markets

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