Sunday, September 6, 2009

Ideal Asset Allocation


With currently total capital of USD 31,600; assuming savings per year about $5,000. Tax Rate is 25% and no income require until retirement. Risk tolerance is high.

Large cap stock26%$8,320
Mid cap stock20%$6,400
Small cap stock16%$5,120
Foreign stock17%$5,440
Bonds10%$3,200
Municipal bonds0%$0
Cash11%$3,520

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