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Strategic Portfolio for Retirement Planning

Domestic stock funds (40%)

* (5%) Wilshire 5000 (VTSMX)
* (15%) S&P 500 Index (VFINX)
* (10%) Wilshire 4500 Mid-/Small-Cap (VEXMX)
* (5%) MSCI US Small-Cap Growth (VISGX)
* (5%) MSCI US Small-Cap Value (VISVX)

Foreign stock funds (30%)

* (15%) Emerging Markets MSCI-EMGFree (VEIEX)
* (10%) Pacific Stock Index MSCI-PAC (VPACX)
* (5%) European Stock Index MSCI-EUR (VEURX)

Fixed-income funds (30%)

* (10%) TIPS: Inflation-Protected Securities (VIPSX)
* (10%) High-Yield Corporate (VWEHX)
* (10%) Long-Term Treasury (VUSTX)

This is more for myself so that I don’t forget this, but I thought I’d paste it here since people might be interested. This is a fairly good strategy for long term retirement planning investing because it’s basically a BUY and HOLD style of risk management.



One Response to “Strategic Portfolio for Retirement Planning”


By jacab9901 on June 6th, 2008 at 10:16 am

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