Thursday, October 10, 2013

Retirement Portfolio

60% Stocks / 20% Gold / 20% Short Term Treasuries

Initially value USD 1.3M June 2026

WEIRD PORTFOLIO   US small value, international small, real estate, long term treasuries, and gold. Equally weighted, 20% in each asset class (VBR 20% VSS 20% VNQ 10% VNQI 10% SGOL 20% VGLT 20%)
LYN ALDEN PORTFOLIOS

Morning star Examples for Savers and Retirees
Morning star model portfolios
Fidelity Total Market Index FSKAX
Bucket 1 8%: Cash
Bucket 2 32%: Vanguard Total Bond Market Index/ETF VBTLX BND
Bucket 3
40%: Vanguard Total Stock Market Index/ETF VTSAX VTI
20%: Vanguard Total International Stock Index/ETF VTIAX VXUS
Shorts
TBF ETF - Short 20+ Year Treasury buy under 30
SH ETF - ProShares Short S&P500 stock collapse should be before bond collapse.
PSQ ETF - ProShares Short QQQ
EUM ETF - ProShares Short MSCI Emerging Mark
XUGS ETF - DB X-TRACKERS II DBX2 UK GILTS SHORT DAILY buy under 11000
XUTS EF - DB X-TRACKERS II DBX2 US TREASURIES SHORT DAILY buy under 85
Stocks
FTSE 100
S&P 500
VYM ETF - Vanguard High Dividend Yield ETF
DOL ETF -WisdomTree Intl. LargeCap Div Fd
XOP ETF - SPDR S&P Oil & Gas Explore & Prod
XAXJ ETF -DB X-TRACKERS MSCI AC ASIA EX JAPAN TRN INDEX
DGT ETF - SPDR DJ Global Titans
IBB ETF - iShares NASDAQ Biotechnology Index
XBI ETF - SPDR S&P Biotech
VGK ETF - Vanguard MSCI Europe
Emerging Markets
EEM ETF - iShares MSCI Emerging Markets Indx
VWO ETF - Vanguard MSCI Emerging Markets ETF
Energy
XOP ETF - SPDR S&P Oil & Gas Explore & Prod
XLE ETF - Energy Select Sector SPDR
UNG ETF - United States Natural Gas Fund
IXC ETF - iShares S&P Global Energy Sector
Agriculture
MOO ETF - Market Vectors Agribusiness
PAGG ETF - PowerShares Global Agriculture Port
DBA ETF - PowerShares DB Agriculture Fund
Commodities
CRBQ ETF - Jefferies CRB Global Commodity
DBC ETF - PowerShares DB Com Indx Trckng Fund Pure food commodity play. volatile. .85% charges

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