all in one funds - sep 2016 milwaukee bogleheads
TRANSCRIPT
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• Bob Schramm• Milwaukee Bogleheads• September 6, 2016
All-In-One Funds(Vanguard Examples)
Student Level Expertise Age: Retired
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All-In-One Funds
• Target Date Funds
• Target Risk funds
• Balanced Funds
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Target Retirement Funds
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Target Retirement Funds
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Target Retirement Funds
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Target Risk Funds
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Target Risk Funds
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Balanced Funds
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All-In-One Fund(breakdown)
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Balanced Funds
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Bob Compare
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10 Year
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5 Year
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3 Year
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1 year
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Bob Portfolio08/02/2016
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Bob Portfolio08/02/2016
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Let’s Talk• What does your portfolio look like?
• Why do you choose its make-up?
• What is your position on Risk:
• Ability to take Risk?
• Need to take risk?
• Willingness to take risk?
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Milwaukee Bogleheads®• A DIY investment group, followers of John
Bogle's Index investing strategies, the Milwaukee local chapter of Bogleheads.
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Disclaimer
• All examples are for illustration purposes only and are not investment recommendations.
• The views expressed in the presentation, are those of the presenter, commenters, guests and participants and may not reflect the views of the Bogleheads organization.
• Use your discretion in using examples presented here for your own investment purposes.