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.

University of Washington Retirement Plan

University of washington retirement plan

40/60

40% Equity

U.S. Large-Cap Blend
9% Vanguard Institutional Index
U.S. Small-Cap Growth
4% Vanguard Small Cap
U.S. Small-Cap Value
5% DFA Trageted Value
International Large Cap Growth
14%  Vanguard Dev Market Index
Emerging Markets
4% DFA Emerging Markets V
REIT
4%  C & S Realty

60% Fixed Income

Intermediate-Term Bond
45%  Vanguard Total Bond
Short-Term Bond
15% Vanguard Short-Term Bond
 

60/40

60% Equity

U.S. Large-Cap Blend
13% Vanguard Institutional Index
U.S. Small-Cap Growth
7% Vanguard Small Cap
U.S. Small-Cap Value
7% DFA Trageted Value
International Large Cap Growth
21%  Vanguard Dev Market Index
Emerging Markets
6% DFA Emerging Markets V
REIT
6%  C & S Realty

40% Fixed Income

Intermediate-Term Bond
30%  Vanguard Total Bond
Short-Term Bond
10% Vanguard Short-Term Bond

80/20

80% Equity

U.S. Large-Cap Blend
18% Vanguard Institutional Index
U.S. Small-Cap Growth
9% Vanguard Small Cap
U.S. Small-Cap Value
9% DFA Trageted Value
International Large Cap Growth
28%  Vanguard Dev Market Index
Emerging Markets
8% DFA Emerging Markets V
REIT
8%  C & S Realty

20% Fixed Income

Intermediate-Term Bond
15%  Vanguard Total Bond
Short-Term Bond
5% Vanguard Short-Term Bond

The following asset classes are missing from this portfolio:

US Large-Cap Value
International Large-Cap Value

International Small-Cap Growth
International Small-Cap Value
TIPS (inflation protection)

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