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.

Cintas

Cintas

40/60

40% Equity

U.S. Large-Cap Value
10%  DFA large Cap Value
U.S. Small-Cap Growth
10%  Vanguard Small Cap Index
International Large-Cap Growth
20%  Dodge & Cox International

60% Fixed Income

Intermediate-Term Bond
45% Dodge & Cox Income
Short-Term Bond
15% Partners Stable Plan Value

 

60/40

60% Equity

U.S. Large-Cap Value
15%  DFA large Cap Value
U.S. Small-Cap Growth
15%  Vanguard Small Cap Index
International Large-Cap Growth
30%  Dodge & Cox International

40% Fixed Income

Intermediate-Term Bond
30% Dodge & Cox Income
Short-Term Bond
10% Partners Stable Plan Value

80/20

80% Equity

U.S. Large-Cap Value
20%  DFA large Cap Value
U.S. Small-Cap Growth
20%  Vanguard Small Cap Index
International Large-Cap Growth
40%  Dodge & Cox International

20% Fixed Income

Intermediate-Term Bond
15% Dodge & Cox Income
Short-Term Bond
5% Partners Stable Plan Value

The following asset classes are missing from this portfolio:
U.S. Large Cap Growth
U.S. Small Cap Growth
Int'l Large-Cap Value

Int'l Small-Cap Growth
Int'l Small-Cap Value
U.S. REITS
Int'l REITS
Emerging Markets
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