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.

Northwest Kidney Centers

Northwest kidney Centers (Updated 5.30.18)

40/60

40% Equity

U.S. Large-Cap Blend
5%  Vanguard 500 Index Admiral
U.S. Small-Cap Growth
15%  Vanguard Extended Market Index
International Large-Cap Growth
20%  American Funds EuroPacific Growth R6

60% Fixed Income

Intermediate-Term Bond
45% Metropolitan West Total Return Bond Plan
Short-Term Bond
15% Guaranteed Income Fund

 

60/40

60% Equity

U.S. Large-Cap Blend
7.5%  Vanguard 500 Index Admiral
U.S. Small-Cap Growth
22.5%  Vanguard Extended Market Index
International Large-Cap Growth
30%  American Funds EuroPacific Growth R6

40% Fixed Income

Intermediate-Term Bond
30% Metropolitan West Total Return Bond Plan
Short-Term Bond
10% Guaranteed Income Fund

80/20

80% Equity

U.S. Large-Cap Blend
10%  Vanguard 500 Index Admiral
U.S. Small-Cap Growth
30%  Vanguard Extended Market Index
International Large-Cap Growth
40%  American Funds EuroPacific Growth R6

20% Fixed Income

Intermediate-Term Bond
15% Metropolitan West Total Return Bond Plan
Short-Term Bond
5% Guaranteed Income Fund

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