Balanced - Tax Aware Portfolio by Schwab Details The Balanced – Tax Aware Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios. It is intended for those looking for a balanced, global portfolio, but held in a taxable account. The portfolio holds 37% in equities, 38% in bonds,...
Balanced Portfolio by Schwab
Balanced Portfolio by Schwab Details The Balanced Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios. As the name suggest, it is intended for those looking to invest in a portfolio equally balanced between equities, bonds, and cash and alternatives. The portfolio holds 37% in...
Income with Growth – Tax Aware Portfolio by Schwab
Income with Growth - Tax Aware by Schwab Details The Income with Growth – Tax Aware Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios. It is intended for those looking for a slightly more aggressive portfolio that generates income, but held in a taxable...
Income with Growth Portfolio by Schwab
Income with Growth Portfolio by Schwab Details The Income with Growth Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios. The portfolio holds 19% in equities, 55% in bonds, 20% in cash, and 6% in REITs and commodities. Asset Allocation & Recommended ETFs Weight Ticker...
Conservative Income-Tax Aware Portfolio by Schwab
Conservative Income-Tax Aware Portfolio by Schwab Details The Conservative Income - Tax Aware Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios. It is intended for those looking for a conservative portfolio that generates income, but held in a taxable account. The portfolio holds 70%...
Conservative Income Portfolio by Schwab
Conservative Income Portfolio by Schwab Details The Conservative Income Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios. The portfolio holds 70% in bonds, 25% in cash, and 5% in REITs. Asset Allocation & Recommended ETFs Weight Ticker ETF Name Sector 40% AGG iShares Core...
Late Sixties and Beyond by Burton Malkiel
Late Sixties and Beyond by Burton Malkiel Details The Late Sixties and Beyond Portfolio was developed by Burton Malkiel. Burton Malkiel is the Chemical Bank Chairman's Professor of Economics at Princeton University, an author, and former member of the Council of Economic Advisors. The Late Sixties and Beyond Portfolio was profiled...
Sandwich Portfolio
Sandwich Portfolio Details The Sandwich Portfolio was developed by Bob Clyatt. Bob is an economics major and worked for 20 years in information services before retiring early at age 42. The portfolio was profiled in his book Work Less, Live More: The Way to Semi-Retirement. The portfolio invests 50% in equities,...