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Early Retirement "portfolio"
Old 09-16-2005, 04:43 PM   #1
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Join Date: Feb 2004
Location: Portland, Oregon
Posts: 5,693
Early Retirement "portfolio"

My brother is in his late 50’s and will soon be getting $ from the sale of his house.* He has asked me to help him invest this money as he has no experience in such matters.* : He receives a modest occupational disability annuity payment and is now living in an “affordable housing” apartment.* This money may be used to buy another home 2 or more years from now, or may be used to augment his retirement income.* For that reason I want to guide him to investments that at least keep up with inflation and have some growth potential.

Here is what I am thinking:* $30,000 in I-Savings Bonds.* The balance split 50/50 between Vanguard’s Global Equity Fund (VHGEX) and Retirement Income Fund (VTINX).

Comments friends, please.
Duck bjorn.
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