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.

Puyallup Tribe Benefit Plan

Puyallup Tribe benefit plan

40/60

40% Equity

U.S. Large-Cap Blend
9% 500 Index Fund
U.S. Small-Cap Blend
9% DFA U.S. Small-Cap
International Large-Cap Growth
14% International  Equity Index Fund
Emerging Markets
4% Oppenheimer Developing Markets
REITs
4% Real Estate Security Fund

60% Fixed Income

Intermediate Bond
60% Total Bond Market

 

60/40

60% Equity

U.S. Large-Cap Blend
13% 500 Index Fund
U.S. Small-Cap Blend
14% DFA U.S. Small-Cap
International Large-Cap Growth
21% International  Equity Index Fund
Emerging Markets
6% Oppenheimer Developing Markets
REITs
6% Real Estate Security Fund

40% Fixed Income

Intermediate Bond
40% Total Bond Market

80/20

80% Equity

U.S. Large-Cap Blend
18% 500 Index Fund
U.S. Small-Cap Blend
18% DFA U.S. Small-Cap
International Large-Cap Growth
28% International  Equity Index Fund
Emerging Markets
8% Oppenheimer Developing Markets
REITs
8% Real Estate Security Fund

20% Fixed Income

Intermediate Bond
20% Total Bond Market

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

Short-Term Bonds
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