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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