172 b Project 2 spreadsheetRams

172 b Project 2 spreadsheetRams - 8% 0.27 0% 0% 0% 8% 0% 8%...

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Portfolio Investment Retirement Expense Ratio Total Passive Active Total Passive Active Stocks = 60% Domestic = 36% Passive Fidelity Spartan 500 index (FSMKX) 28% 0.1 28% 28% 0% 0% 0% 0% Active American Funds Fundamental Inv. A (ANCFX) 4% 0.61 0% 0% 0% 4% 0% 4% American Beacon Small Cap Value Inv. (AVPAX) 4% 1.06 0% 0% 0% 4% 0% 4% International = 24% Passive Vangaurd Total Inter. Stock Index (VGTSX) 18% 0.03 18% 18% 0% 0% 0% 0% Vangaurd Emerging Mkts Stock (VWO) 3% 0.2 3% 3% 0% 0% 0% 0% Active 3% 1.16 0% 0% 0% 3% 0% 3% Bonds =35% (2% cash) Fidelity Total Bond (FTBFX) 5% 0.45 0% 0% 0% 5% 5% 0% Vangaurd High Yield Corp. (VWEHX)
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Unformatted text preview: 8% 0.27 0% 0% 0% 8% 0% 8% CA Muni 20% 20% 20% 0% 0% 0% 0% Cash 2% 2% 2% 0% 0% 0% 0% Other = 5% TIPS 5% 0% 0% 0% 5% 0% 5% Total 100% 71% 71% 0% 29% 5% 24% Total Holistic Portfolio Investment Portfolio Retirment Portfolio Total Passive Active Total Passive Active Total Passive Active Stocks 60% 49% 11% 49% 49% 0% 11% 0% 11% Bonds 33% 25% 8% 20% 20% 0% 13% 5% 8% Cash 2% 2% 0% 2% 2% 0% 0% 0% 0% Other 5% 0% 5% 0% 0% 0% 5% 0% 5% Total 100% 76% 24% 71% 71% 0% 29% 5% 24%...
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