David Swensen Six ETF Portfolios Review
David Swensen, the Yale Endowment Manager, proposed a one size fit in all model portfolio for individual investors. The major difference between this portfolio and other conventional portfolios is that it emphasizes international equities (including emerging market...
401K Investment Review: NetApp Inc Employee 401K Savings Plan
NetApp Inc Employee 401K Savings Plan consists of 24 funds. These funds enable participants to gain exposure to 3 major assets: US Equity, Foreign Equity, Fixed Income. Asset ClassTickerName LARGE VALUE RMFGX American Funds American Mutual R6 Mid-Cap...
401k Investments Review: Praxair Distribution, Inc. 401(k) Retirement Plan
Praxair Distribution, Inc. 401(k) Retirement Plan consists of 14 funds. These funds enable participants to gain exposure to 3 major assets: US Equity, Foreign Equity, Fixed Income. Asset ClassTickerName Muni National Long FHIGX Fidelity Municipal Income SMALL...
401k Investments Review: Aflac Incorporated 401(k) Savings and Profit Sharing Plan
Aflac Incorporated 401(k) Savings and Profit Sharing Plan consists of 11 funds. These funds enable participants to gain exposure to 3 major assets: US Equity, Foreign Equity, Fixed Income. Asset ClassTickerName LARGE BLEND NYVRX Davis NY Venture R Moderate...
Diversified Asset Allocation Portfolios For Your Plans
Featured Brokerage Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
*:5 Yr Annualized Return of TAA Moderate Portfolio
Bogleheads Latest Posts
- Re: ACA plan vs employer retiree plan January 17, 2021Escapevelocity wrote: ↑Sun Jan 17, 2021 10:05 am Another consideration is that most employer provided retiree health plans can only be elected at the time of retirement. You can't go on ACA for a couple years and then switch back. And there’s no medical underwriting.leftcoaster
- Re: YOLO vs BH January 17, 2021Starfish wrote: ↑Sat Jan 16, 2021 9:12 pm I don't think is any dichotomy between YOLO and BH. BH is not MMM. It's an investing style (3 low cost funds) and not a lifestyle. The most aggressive lifestyle advice you see here is LBYM but that is very loose. It's obvious, everybody should live like […]simas
- Re: North American Annuity January 17, 2021Just to be clear - in my previous post I said that North American probably contrived this "SP500 MARC 5% Index" in order to make its indexed universal life illustrations look more attractive. That's the sole reason for this index. I don't think that North American believes it will perform particularly well in the future. […]Stinky
- Re: Which type of REITs are in your portfolio and why? January 17, 2021I have a number of REITs and I regret most of them since while their business models prospered in the pre-covid world most of them have hit major down turns and only one has gone green due to some dollar cost averaging I was doing during the dip. Someone recommended Innovative Industrial Properties and I […]j sleazy
- Re: Grantham piece on market bubble January 17, 2021My biggest mistake was not putting money in during the coronacrash last year. Won't be making that mistake again.drumboy256