- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Case Study #4
Case Study #4
Data
Bill and Suzie (from the previous case study) are now both 40, parents of four children. They are earning $80,000 per year and have achieved their initial target portfolio size goal. Their financial house is in order, they have 3 months income in their emergency fund, and have determined the same asset classes and investment benchmarks as they did before. Their holdings and allocations are:
ING Direct Internet Savings Account $20,000 25%
Vanguard S&P500 Index Fund $35,000 55%
Fidelity Small Cap Fund $10,000 10%
Oakmark International Fund $10,000 10%
How should Bill and Suzie build their next portfolio (assume their next portfolio size goal is $200,000)?
