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Retiring 2020


Take Aim At Your Future

Here’s the good news: We’re living longer than ever, with the average life expectancy for US citizens now above 78 years [1]. However, that also means more of our lives are lived after our careers are over. That’s making it increasingly important for investors to start investing for life after retirement – and to make plans for when that retirement will begin. The Retiring 2020 motif is a multi-asset investment vehicle for individuals planning to retire during or near 2020. Since prospective investors of this motif are less than 10 years from retirement, this motif holds a higher proportion of short-term bonds and inflation-linked securities. As 2020 draws closer, investors may choose to follow a yearly update that incrementally moves the motif’s capital toward short-term bonds in an attempt to further reduce the risk profile. However, investors should be aware there will continue to be some risk exposure to US and international equities even beyond the target date. Based on its current holdings, this motif has a composite expense ratio of 0.21%. See more
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Motif Index 1 YR Return
Retiring 2020 Benchmark
With this Motif, you can buy the following basket of stocks for just $9.95:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
32.5% US Bonds 4.4%
32.5% Vanguard Total Bond Market ETF BND 4.4%
22.5% International Bonds 6.4%
13.6% US Equities 8.4%
2.9% Vanguard Information Technology ETF VGT 14.7%
2.2% Vanguard Financials ETF VFH 6.6%
2.0% Vanguard Health Care ETF VHT 4.2%
1.7% Vanguard Consumer Discretionary ETF VCR 2.0%
1.3% Vanguard Consumer Staples ETF VDC 7.1%
1.3% Vanguard Industrials ETF VIS 9.6%
1.0% Vanguard Energy ETF VDE 7.9%
0.5% Vanguard Utilities ETF VPU 12.6%
0.4% Vanguard Materials ETF VAW 13.4%
0.4% Vanguard Telecommunication Services ETF VOX 14.0%
9.7% TIPS 0.3%
7.2% Developed Equities 0.5%
6.6% Emerging Equities 10.3%
5.3% Real Estate 8.0%
5.3% Vanguard REIT Index ETF VNQ 8.0%
2.5% Commodities 1.5%

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