| Total Available Funds: | 13 |
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| Total Available Funds: | 13 |
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| Total Available Funds: | 13 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | |||||||||||||||||||||||||||||||||||||||||||||
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| Strategic Asset Allocation - Optimal: Click here to see this strategy description | |||||||
| Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
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Click to Create Model Portfolio | ||||||
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Tactical Asset Allocation: Click here to see this strategy description | |||||||
| Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
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Click for Portfolio Details or Follow | -0.3% | 7.3% | -0.3% | 5.7% | 2.9% | 4.1% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Asset Allocation Composite: Click here to see this strategy description | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
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|
Click to Create Model Portfolio | ||||||
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
Hello All, I have a family member that is of retirement age but cannot retire for financial reasons. She just started a new job and she is going to sign up for their 401k (5% company match). Below are the funds available to her. I am looking for some suggestion on which funds to choose. Need to choose 4 funds at a minimum, can go with more if need be but 4 is the minimum. I am a little taken aback that the only bond fund available to her is a TIPs fund but other than that there seems to be a good mix. She is ok with a little more risk than normal given her age.
IWB – iShares Russell 1000 Index Fund
IWR – iShares Russell Mid Cap Index Fund
IWM – iShares Russell 2000 Index Fund
EFA – iShares MSCI Emerging Markets Index
EEM – iShares MSCI Emerging Markets Index
ICF – iShares Cohen & Shears Realty Majors Fund (REIT)
IYR – iShares Dow Jones US Real Estate Index Fund
IGE – iShares Goldman Sachs Natural Resources Index Fund
GLD – StreetTracks Gold Trust
XLK – Technology Select Sector SPDR
IBB – iShares Nasdaq Biotechnology Index Fund
BRK.A - Berkshire Hathaway ‘A’
BRK.B - Berkshire Hathaway ‘B’
SPY – Standard & Poors Depositary Receipts (SPDR’S)
Thanks in advance for any help you provide!
Mike
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