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.

General Dynamics

General Dynamics

40/60

40% Equity

U.S. Large-Cap Blend
10% S&P 500 Equity Index
U.S. Mid-Cap Blend
10% Small/Mid-Cap Index
International Large Cap Growth
20%  International Equity Index

60% Fixed Income

Intermediate-Term Bond
45%  Fixed Income Fund
TIPS
15% Inflation Response 
 

60/40

60% Equity

U.S. Large-Cap Blend
15% S&P 500 Equity Index
U.S. Mid-Cap Blend
15% Small/Mid-Cap Index
International Large Cap Growth
30%  International Equity Index

40% Fixed Income

Intermediate-Term Bond
30%  Fixed Income Fund
TIPS
10% Inflation Response 

80/20

80% Equity

U.S. Large-Cap Blend
20% S&P 500 Equity Index
U.S. Mid-Cap Blend
20% Small/Mid-Cap Index
International Large Cap Growth
40%  International Equity Index

20% Fixed Income

Intermediate-Term Bond
15%  Fixed Income Fund
TIPS
5% Inflation Response 

The following asset classes are missing from this portfolio:

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

International Large-Cap Value
International Small-Cap Growth
International Small-Cap Value
Emerging Markets
U.S. REITS
International REITS
Short-Term Bonds

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