No. of Recommendations: 0
My friend is retired and her money is managed by a bank. She has about $800,000 total. $150,000 is her money, the rest is in a trust. She wants to take her money from the bank and manage it, with my help.

I’m creating a portfolio for her. The currently allocation for the whole $800,000 is 55% stock funds and 45% bond funds. She wants to be conservative with her $150,000. I would like opinions on the portfolio I'm planning for her below. Thanks.

Sample Portfolio:
Stock Funds-(35%)

Large cap 12.5%

Large cap value 1.5%

Small cap 1.5%

Commodities Fund 1%

Real Estate Fund 1%

Foreign Large 12%

Foreign Emerging Market 5.5%


Bond Funds-(65%)


U.S. Bonds 29%

Foreign Bonds 21.5%

Inflation Protected Bonds 14.5%
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