Upload
laura-ricci
View
191
Download
3
Embed Size (px)
Citation preview
• Bob Schramm• Milwaukee Bogleheads• September 6, 2016
All-In-One Funds(Vanguard Examples)
Student Level Expertise Age: Retired
All-In-One Funds
• Target Date Funds
• Target Risk funds
• Balanced Funds
Target Retirement Funds
Target Retirement Funds
Target Retirement Funds
Target Risk Funds
Target Risk Funds
Balanced Funds
All-In-One Fund(breakdown)
Balanced Funds
Bob Compare
10 Year
5 Year
3 Year
1 year
Bob Portfolio08/02/2016
Bob Portfolio08/02/2016
Let’s Talk• What does your portfolio look like?
• Why do you choose its make-up?
• What is your position on Risk:
• Ability to take Risk?
• Need to take risk?
• Willingness to take risk?
Milwaukee Bogleheads®• A DIY investment group, followers of John
Bogle's Index investing strategies, the Milwaukee local chapter of Bogleheads.
Disclaimer
• All examples are for illustration purposes only and are not investment recommendations.
• The views expressed in the presentation, are those of the presenter, commenters, guests and participants and may not reflect the views of the Bogleheads organization.
• Use your discretion in using examples presented here for your own investment purposes.