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.

Washington PERS

State of Washington PERS

40/60

40% Equity

U.S. Large-Cap Blend
5% Vanguard Institutional Index
U.S. Small-Cap Value
15%  Vanguard Small Cap
International Large-Cap
20%  Vanguard Small Cap Value


60% Fixed Income

Intermediate Bond
45% Washington State Bond
Short-Term Bond
15%  Money Market

 

60/40

60% Equity

U.S. Large-Cap Blend
7.5% Vanguard Institutional Index
U.S. Small-Cap Value
22.5%  Vanguard Small Cap
International Large-Cap
30%  Vanguard Small Cap Value

40% Fixed Income

Intermediate Bond
30% Washington State Bond
Short-Term Bond
10%  Money Market

 

80/20

80% Equity

U.S. Large-Cap Blend
10% Vanguard Institutional Index
U.S. Small-Cap Value
30%  Vanguard Small Cap
International Large-Cap
40%  Vanguard Small Cap Value


20% Fixed Income

Intermediate Bond
15% Washington State Bond
Short-Term Bond
5%  Money Market

 

The following asset classes are missing from this portfolio:

Emerging Markets
U.S. REITS
International REITS
International Small Value
TIPS (inflation-protected)

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: