Localfund.com - All about Fund and Investment
*Home>>>Investment Portfolio

Can anyone give me some examples of investment portfolio of individual investors?


Can anyone give me some examples of investment portfolio of individual investors?

Pls. provide the Amount the Individual wants to invest, the RISK consideration/ returns expected and the horizon in prespective.
Contact <IAAI(dot)Kapital@gmail.com>

AMM international can solve ur problem . messenger earnfromhome_99@yahoo.com

Common Portfolio :

1. Investments in equity ( seperate portfolio )
2. Investments in mutual funds.( seperate portfolio )
3. Investments in real estates. ( seperate portfolio )
4. Investments in post office schemes.( seperate portfolio )
5. Investments in commodities. ( seperate portfolio )
6. Investments in gold. ( seperate portfolio )
7. Investments in insurance. ( seperate portfolio )
8. Investments in pension plans. ( seperate portfolio )

Ben Stein's Long-Term Portfolio:
- 30% in Fidelity Spartan Total Market Index (FSTMX) or Total Stock Market ETF (VTI)
- 15% to 20% in iShares MSCI EAFE Index (EFA)
- 10% in iShares MSCI Emerging Markets Index (EEM) or Emerging Markets 50 ADR (ADRE)
- 10% in iShares Cohen & Steers Realty Majors (ICF)
- 10% in iShares Russell 2000 Value Index (IWN)
- 15% in Cash
Ben Stein's Retirement Portfolio:
- 50% in StreetTracks Dow Jones Wilshire REIT ETF (RWR)
- 50% in iShares Dow Jones Select Dividend (DVY)

Jim Lowell is a jack of all trades. He's the editor of several well-known publications (like Fidelity Investor and The ETF Trader at Marketwatch), author of several books including "What Every Fidelity Investor Needs to Know," a partner at investment advisory firm, and founder of The Ranking Service which offers research for institutions. So what does this Harvard educated guru think that investors should do with their money?
The Sower's Growth Portfolio:
- 25% in iShares MSCI EAFE (EFA)
- 15% in iShares DJ U.S. Total Market (IYY)
- 15% in Mid Cap SPDR Trust (MDY)
- 10% in Diamonds Trust (DIA)
- 10% in iShares Russell 2000 (IWM)
- 10% in iShares MSCI Emerging Markets (EEM)
- 7.5% in Fidelity NASDAQ Composite (ONEQ)
- 7.5% in Power Shares Dynamic Market (PWC

Investment advisor Frank Armstrong is well-known for his book, "The Informed Investor: A Hype-Free Guide to Constructing a Sound Financial Portfolio" as well founding his own advisory firm. While Frank is a big fan of using funds from Dimensional Fund Advisors (which are only available to institutions and financial advisers), in his view this is as close to an ideal portfolio you can get which offers the best returns with the least amount of risk:
Frank Armstrong's Ideal Index Portfolio:
- 31% in Vanguard Total International Stock (VGTSX)
- 30% in Vanguard Short-Term Bond (VBISX)
- 9.25% in Vanguard Small Cap Value (VISVX)
- 9.25% in Vanguard Value (VIVAX)
- 8% in Vanguard REIT (VGSIX)
- 6.25% in Vanguard Small-Cap Growth (VISGX)
- 6.25% in Vanguard 500 Index (VFINX)

John Wasik, author of "The Kitchen-Table Investor," and columnist for Bloomberg News, has also provided us another lazy portfolio to consider which he calls the nano investment portfolio:
John Wasik's Nano Investment Portfolio:
- 20% in Vanguard Total Stock Market VIPERS (VTI)
- 20% in Vanguard Total International Stock (VGTSX)
- 20% in Vanguard REIT VIPERS (VNQ)
- 20% in iShares Lehman TIPS Bond (TIP)
- 20% in iShares Lehman Aggregate Bond (AGG)

Andrew Tobias' "The Only Investment Guide You鈥檒l Ever Need" , While his book is more suited for the novice investor, I'm in agreement with many of the principles outlined in his book including the importance of saving, minimizing your expenses, building a rainy day fund, and investing in the market in a smart and efficient way. Of course, most of this is common sense. But, as we all know, common sense isn't very common.
Andrew Tobias' Three Fund Lazy Portfolio:
- 33.3% in Vanguard Total Stock Market Index Fund (VTSMX)
- 33.3% in Vanguard Total International Stock Index Fund (VGTSX)
- 33.3% in Vanguard Inflation Protected Securities Fund (VIPSX)

William Bernstein, a neurologist by trade and well-known author of books like "The Four Pillars of Investing," has made a name for himself by being a vocal critic to the Wall Street establishment. And, like many others, Bernstein believes 1) you should stick with index funds with a risk-return profile that you desire, and 2) that properly diversified low cost funds offer you the best chance of long-term success.
William Bernstein's Basic No-Brainer Portfolio (Regular or Tax Friendly)
- 25% in Vanguard 500 Index (VFINX)
- 25% in Vanguard Small Cap (NAESX) or (VTMSX)
- 25% in Vanguard Total International (VGTSX) or (VTMGX)
- 25% in Vanguard Total Bond (VBMFX) or (VBISX)
William Bernstein's No-Brainer Coward's Portfolio:
- 40% in Vanguard Short Term Investment Grade (VFSTX)
- 15% in Vanguard Total Stock Market (VTSMX)
- 10% in Vanguard Small Cap Value (VISVX)
- 10% in Vanguard Value Index (VIVAX)
- 5% in Vanguard Emerging Markets Stock (VEIEX)
- 5% in Vanguard European Stock (VEURX)
- 5% in Vanguard Pacific Stock (VPACX)
- 5% in Vanguard REIT Index (VGSIX)
- 5% in Vanguard Small Cap Value (NAESX) or (VTMSX)

I can send you to two very different sites that will!!

http:/www.stockpickr.com/

http:/www.top10traders.com/Main.aspx

The first one has professional portfolios and individuals ( of all sorts..and their reasons/explanations)
The second is a nice " contest" format with really interesting methods on display!!
Learn to move around either site for an education you should be " paying for"!!!
SORRY, I don't know why I can't get those sites to come up so you can just click...but get to them any way you can.

Tags
  Investment Fund   Investment Trading   Investment Strategy   Investment Services   Investment Portfolio   Investment Plan   Investment Performance   Investment Options   Investment Opportunity
Related information
  • I have Rs 50 LAKHS. What is the ideal portfolio investment ,that can fetch me RS30,000.00 MONTHLY post tax?

    It depends on your risk profile and the tax bracket in which you fall. The safest way will be to invest in Fixed Deposits with banks. Presently, interest rates have gone up and you can easily get 9...

  • I have RS 50LAKHS. What is the ideal portfolio investment that can fetch me RS30,000.00 monthly post tax?

    Even going by blind planning, and in the absence of other vital details about yourself for the purpose, an investment of Rs. 50 lakhs at the current interest rates in the most safest bank deposits ...

  • I want to know how the Modern Portfolio Theory can use in Property Investment?What is the disadvantages?

    Without going into a lot of the theory, basically you can reduce your specific risk and increase your expected return by carrying a portfolio of properties with different levels of risk that have l...

  • I took a loss in the lemon futures market. Will this sour my investment portfolio?

    If things become subLime, don't get beRind, instead, beat 'em to the Pulp: Make a zesty StockAde and remember the Tonic! But don't overdo the Ice, it may Freeze further ...

  • Is it wise to invest $2000US or more into a long term property investment portfolio?

    $2000 US is much too little for any REAL PROPERTY near a major USA urban area. Also keep in mind that REAL ESTATE INVESTMENT is a long-term investment and might take 10 to 20 years to see any subs...

  • How to do investment analysis and then carry portfolio managemant?

    Visit ...

  • Investment Tax?

    If you get dividends, then you'd have to report those. Otherwise, you don't report gains or losses in an investment until you sell it - then you report the difference, up or down, betwee...

  • Keep stock portfolio or pay off mortgage?

    Consider this, you pay off the mortgage but have no savings. How do you continue to stay home and go to school? If refinancing is out of the question now, it will be much worse if you had no asse...

  •  

    Categories--Copyright/IP Policy--Contact Webmaster