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.

North Pacific Fisheries

North Pacific Fisheries

40/60

40% Equity

U.S. Large-Cap Growth
10% American Funds Growth Fund
U.S. Small-Cap Growth
10% Gabelli Small-Cap Growth
International Large-Cap Growth
20% American Funds EuroPac Growth

60% Fixed Income

Intermediate Bond
45% MFS Government Securities Fund
Short-Term Bond
15% Retirement Bank A


 

60/40

60% Equity

U.S. Large-Cap Growth
15% American Funds Growth Fund
U.S. Small-Cap Growth
15% Gabelli Small-Cap Growth
International Large-Cap Growth
30% American Funds EuroPac Growth

40% Fixed Income

Intermediate Bond
30% MFS Government Securities Fund
Short-Term Bond
10% Retirement Bank A

80/20

80% Equity

U.S. Large-Cap Growth
20% American Funds Growth Fund
U.S. Small-Cap Growth
20% Gabelli Small-Cap Growth
International Large-Cap Growth
40% American Funds EuroPac Growth

20% Fixed Income

Intermediate Bond
15% MFS Government Securities Fund
Short-Term Bond
5% Retirement Bank A

The following asset classes are missing from this portfolio:

U.S. Large-Cap Value
U.S. Small-Cap Value

International Large-Cap Value
International Small-Cap Growth
International Small-Cap Value
Emerging Markets

International REITs
U.S. 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