KNB Retirement Portfolio
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Created by kblayne
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Date updated:06-12-2008

I would like to achieve a minimum of 5% return per year for the next 18 years. No need to shoot for the moon, keeping speculative picks to less than 15%. Will be more agressive with my discretionary portfolio.

symbol name last price % change open
  • +
  • VFITX
    Vanguard Intermed
  • $11.63
  • 0.00%
  • $N/A

30% of portfolio needs to be in bonds...keep it simple

People owning VFITX also tend to own: ACTRXBTTNXDFFGXDFIGXDPIGXFIBAXGGBIX

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  • +
  • VTSMX
    Vanguard Index Tr
  • $26.84
  • -0.04%
  • $N/A

exposure to the entire market...keep it simple and inexpensive

People owning VTSMX also tend to own: AGTHXAIGBSMDOWGOOGLTFD.OBMSFT

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  • +
  • XLF
    Financial Sel Spd
  • $14.77
  • -0.34%
  • $14.75

this is one of the speculative picks...still young enough to see the banks rebound...they won't be down forever and this is a cheap way to gain exposure

People owning XLF also tend to own: AAPLEWZGLDQQQQRIOXMEIGW

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  • +
  • VGPMX
    Vanguard Precious
  • $20.21
  • -0.93%
  • $N/A

already had a small position, the fund is closed to new investors and I want to maintain the ability to invest here if I wish

People owning VGPMX also tend to own: ANZFROHTEOFCPWESFLSSL

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  • +
  • FSENX
    Fidelity Select E
  • $44.19
  • -0.20%
  • $N/A

Seen a solid return over the past 12 months...will eventually liquidate and add to the VTSMX holding

People owning FSENX also tend to own: TWMBACDBCFDGRXFDVIXFDVLX

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Portfolio not tracked!

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