Tax Sheltered Annuity - B Portfolio - Stockpickr! Your Source for Stock Ideas

Tax Sheltered Annuity - B

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Created by Blue Chipper

DESCRIPTION:

Date updated:06-20-2007

Just started this TSA for my wife. She is 10 years younger then me. All Vanguard Funds for the same reason as Tax Sheltered Annuity - A. Taking $300 each pay check ($6000/yr.) and contributing to the following funds in the following percentages. Vanguard Horizon Global Equity (75%), Vanguard Asset Allocation (15%), Vanguard Total Bond (10%)

VHGEX
Vanguard Horizon
$15.82
-0.57%
$N/A

Wanted a global fund for the global marketplace.

People owning VHGEX also tend to own: AWSCX BPTRX DIAMX EUROX FEINX FICDX IFABX

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VAAPX
Vanguard Asset Al
$21.88
+0.14%
$N/A

Wanted a balanced/conservative investment.

People owning VAAPX also tend to own: VBMFX VFSTX VTSMX ARTQX SMCDX TEBIX TRMCX

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VBMFX
Vanguard Bond Ind
$10.52
+0.19%
$N/A

Wanted some bonds in this portfolio.

People owning VBMFX also tend to own: VGTSX VTSMX EN FRESX HAL MSY NBR

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