sample portfolio for Home Assignment

sample portfolio for Home Assignment - 8% Large Cap Val:...

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Income Portfolio The goal of this portfolio is to provide steady returns for a retiree using buy-and-hold. 35% Long US bonds: VUSTX or TLT 24% Small Cap Val: VISVX or IWN 20% Gold: Physical or SGOL or GTU 13% Short US Trs.: VFISX or SHY
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Unformatted text preview: 8% Large Cap Val: VIVAX or VTV Percentage invested Type of investment 35% US bonds 24% Small Cap Val 20% Gold 13% US Treasury bills 8% Large Cap Val Portfoliol US bonds Small Cap Val Gold US Treasury bills...
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