Investment Portfolio Spreadsheet

Investment Portfolio Spreadsheet - 3% 1.16 0% 0% Bonds =...

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Investment Portfolio Investment Expense Ratio Total Passive Stocks = 60% Domestic = 36% Passive Fidelity Spartan 500 index (FSMKX) 28% 0.1 28% 28% Active American Funds Fundamental Inv. A (ANCFX) 4% 0.61 0% 0% American Beacon Small Cap Value Inv. (AVPAX) 4% 1.06 0% 0% International = 24% Passive Vangaurd Total Inter. Stock Index (VGTSX) 18% 0.03 18% 18% Vangaurd Emerging Mkts Stock (VWO) 3% 0.2 3% 3% Active
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Unformatted text preview: 3% 1.16 0% 0% Bonds = 35% Fidelity Total Bond (FTBFX) 5% 0.45 0% 0% Vangaurd High Yield Corp. (VWEHX) 10% 0.27 0% 0% CA Muni 20% 20% 15% Other = 5% TIPS 5% 0% 0% Total 100% 69% 64% Retirement Active Total Passive Active 0% 0% 0% 0% 0% 4% 0% 4% 0% 4% 0% 4% 0% 0% 0% 0% 0% 0% 0% 0% 0% 3% 0% 3% 0% 5% 5% 0% 0% 10% 10% 0% 5% 0% 0% 0% 0% 5% 0% 5% 5% 31% 15% 16%...
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This note was uploaded on 09/08/2010 for the course BUS 172B at San Jose State.

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Investment Portfolio Spreadsheet - 3% 1.16 0% 0% Bonds =...

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