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.

Lionsgate

Lionsgate

40/60

40% Equity

U.S. Large-Cap Blend
5% iShares S&P 500 Index Fund
U.S. Small-Cap Blend
15%  iShares Russell 2000 Small Cap Fund
International Large-Cap Blend
20% iShares MSCI EAFE International Fund

60% Fixed Income

Intermediate-Term Bond
45% Voya Intermediate Bond Fund
Inflation Protected Securities
15% PIMCO Real Return Bond Fund

 

60/40

60% Equity

U.S. Large-Cap Blend
7.5% iShares S&P 500 Index Fund
U.S. Small-Cap Blend
22.5%  iShares Russell 2000 Small Cap Fund
International Large-Cap Blend
30% iShares MSCI EAFE International Fund

40% Fixed Income

Intermediate-Term Bond
30% Voya Intermediate Bond Fund
Inflation Protected Securities
10% PIMCO Real Return Bond Fund

80/20

80% Equity

U.S. Large-Cap Blend
10% iShares S&P 500 Index Fund
U.S. Small-Cap Blend
30%  iShares Russell 2000 Small Cap Fund
International Large-Cap Blend
40% iShares MSCI EAFE International Fund

20% Fixed Income

Intermediate-Term Bond
15% Voya Intermediate Bond Fund
Inflation Protected Securities
5% PIMCO Real Return 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
Emerging Markets

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