• Bob Schramm• Milwaukee Bogleheads• September 6, 2016

All-In-One Funds(Vanguard Examples)

Student Level Expertise Age: Retired

All-In-One Funds

• Target Date Funds

• Target Risk funds

• Balanced Funds

Target Retirement Funds

Target Retirement Funds

Target Retirement Funds

Target Risk Funds

Target Risk Funds

Balanced Funds

All-In-One Fund(breakdown)

Balanced Funds

Bob Compare

10 Year

5 Year

3 Year

1 year

Bob Portfolio08/02/2016

Bob Portfolio08/02/2016

Let’s Talk• What does your portfolio look like?

• Why do you choose its make-up?

• What is your position on Risk:

• Ability to take Risk?

• Need to take risk?

• Willingness to take risk?

Milwaukee Bogleheads®• A DIY investment group, followers of John

Bogle's Index investing strategies, the Milwaukee local chapter of Bogleheads.

Disclaimer

• All examples are for illustration purposes only and are not investment recommendations.

• The views expressed in the presentation, are those of the presenter, commenters, guests and participants and may not reflect the views of the Bogleheads organization.

• Use your discretion in using examples presented here for your own investment purposes.