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.

ICMA

ICMA

40/60

40% Equity

U.S. Large-Cap Blend
9% Vantpt 500 Stock Index
U.S. Mid/Small-Cap Growth
4%  Vantpt Mid/Small Index
U.S. Small-Cap Value
5%  T. Rowe Price Small Cap Value
International Large-Cap Growth
18%  Vantpt Overseas Equity
REIT
4% Nuveen Real Estate

60% Fixed Income

Intermediate-Term Bond
48%  Vantpt Core Bond Index
TIPS
12% Vantpt Inflation Focused
 

60/40

60% Equity

U.S. Large-Cap Blend
13% Vantpt 500 Stock Index
U.S. Mid/Small-Cap Growth
7%  Vantpt Mid/Small Index
U.S. Small-Cap Value
7%  T. Rowe Price Small Cap Value
International Large-Cap Growth
27%  Vantpt Overseas Equity
REIT
6% Nuveen Real Estate

40% Fixed Income

Intermediate-Term Bond
32%  Vantpt Core Bond Index
TIPS
8% Vantpt Inflation Focused

 

80/20

80% Equity

U.S. Large-Cap Blend
18% Vantpt 500 Stock Index
U.S. Mid/Small-Cap Growth
9%  Vantpt Mid/Small Index
U.S. Small-Cap Value
9%  T. Rowe Price Small Cap Value
International Large-Cap Growth
36%  Vantpt Overseas Equity
REIT
8% Nuveen Real Estate

20% Fixed Income

Intermediate-Term Bond
16%  Vantpt Core Bond Index
TIPS
4% Vantpt Inflation Focused

The following asset classes are missing from this portfolio:

US Large Cap Value
Int'l Large-Cap Value

Int'l Small-Cap Growth
Int'l Small-Cap Value
Emerging Markets

Short-Term Bonds

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