{"id":213,"date":"2009-03-03T15:54:43","date_gmt":"2009-03-03T22:54:43","guid":{"rendered":"https:\/\/www.tungsai.com\/blog\/?p=213"},"modified":"2009-03-03T15:54:43","modified_gmt":"2009-03-03T22:54:43","slug":"fin-232-notes-thoughts","status":"publish","type":"post","link":"https:\/\/www.tungsai.com\/blog\/?p=213","title":{"rendered":"FIN 232 Notes & Thoughts"},"content":{"rendered":"

As you may or may not know, I’m attending (“Auditing”, as it were) a Personal Wealth management Course. This is good knowledge. Every time I think I may know everything I need to know about some aspect of personal finance, or wealth management, I learn more.<\/p>\n

 <\/p>\n

If you want to match up your portfolio for your 401(k), 403(b), Roth, or just your own personal portfolio, to what a Ph. D. in Finance does, here’s what he says.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n
Fund Type<\/td>\nPercent of Portfolio<\/u><\/td>\nNotes<\/u><\/td>\n<\/tr>\n
S&P 500 Index<\/td>\n10%<\/td>\n <\/td>\n<\/tr>\n
US Large Value<\/td>\n16.5%<\/td>\n“Value” refers to companies that are underdogs, so to speak.<\/td>\n<\/tr>\n
US Small Cap <\/td>\n10%<\/td>\n <\/td>\n<\/tr>\n
US Small Cap Value<\/td>\n16.5%<\/td>\n <\/td>\n<\/tr>\n
US Mid Cap<\/td>\n10%<\/td>\n <\/td>\n<\/tr>\n
US REIT<\/td>\n7%<\/td>\nREIT = “Real Estate Investment Trust”<\/td>\n<\/tr>\n
“Total International” Fund<\/td>\n25%<\/td>\n“Total International” is the name of the fund.<\/td>\n<\/tr>\n
Emerging Markets<\/td>\n5%<\/td>\nThis is also the name of the fund.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"

As you may or may not know, I’m attending (“Auditing”, as it were) a Personal Wealth management Course. This is good knowledge. Every time I think I may know everything I need to know about some aspect of personal finance, or wealth management, I learn more.   If you want to match up your portfolio… Continue reading FIN 232 Notes & Thoughts<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-213","post","type-post","status-publish","format-standard","hentry","category-uncategorized","entry"],"_links":{"self":[{"href":"https:\/\/www.tungsai.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/213","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.tungsai.com\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.tungsai.com\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.tungsai.com\/blog\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tungsai.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=213"}],"version-history":[{"count":0,"href":"https:\/\/www.tungsai.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/213\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.tungsai.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=213"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.tungsai.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=213"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.tungsai.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=213"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}