Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Early Retirement "portfolio"
Old 09-16-2005, 05:43 PM   #1
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Brat's Avatar
Join Date: Feb 2004
Location: Portland, Oregon
Posts: 6,430
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.
Brat is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
Phoenix Chapter of Early Retirement Forum sgeeeee Other topics 23 03-30-2007 09:25 PM
Retirement Accounts and Early Retirement heebygeeby Young Dreamers 9 03-14-2007 04:56 PM
Early Retirement Forum Cookbook is Ready! TromboneAl Other topics 32 02-18-2007 11:56 AM
500 search phrases for 2006 dory36 Other topics 2 01-16-2007 08:00 AM
Getting Serious about Early Retirement bookman51 Hi, I am... 28 05-22-2006 06:17 PM

» Quick Links

All times are GMT -6. The time now is 11:54 PM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2020, vBulletin Solutions, Inc.