Best Ideas

Content last updated December, 2018.

Best Ideas

Your GoldenEgg Investing® “Best Ideas” Investing Plan

May work best for more self-directed, risk-tolerant investors

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  • Vanguard Total Stock Market
  • Guggenheim S&P 500 Equal Weight Technology
  • Guggenheim S&P 500 Equal Weight Health Care
  • Guggenheim S&P 500 Equal Weight Staples
  • Guggenheim S&P 500 Equal Weight Financials
  • Vanguard Dividend Appreciation
  • Guggenheim S&P 500 Equal Weight Energy
  • Vanguard FTSE All-World ex-US
  • Barclays SPDR Capital Intermediate-Term Corp. Bond
  • Vanguard Short-Term Bond
  • iShares 3-7 Year Treasury Bond
  • Barclays SPDR TIPs ETF
  • Money Market Fund
ETF Ticker Asset Class % of Holdings $ Value*
Vanguard Total Stock Market VTI U.S. Stocks 10% $10,000
Guggenheim S&P 500 Equal Weight Technology RYT  U.S. Technology Stocks 5% $5,000
Guggenheim S&P 500 Equal Weight Health Care RYH U.S. Health Care Stocks 5% $5,000
Guggenheim S&P 500 Equal Weight Consumer Staples RHS U.S. Consumer Staples Stocks 5% $5,000
SPDR Gold Shares GLD  Gold 5% $5,000
Vanguard Dividend Appreciation VIG U.S. Dividend Paying Stocks 5% $5,000
Guggenheim S&P 500 Equal Weight Energy  RYE U.S. Energy Stocks 5% $5,000
Vanguard FTSE All-World ex-US VEU International Stocks 10% $10,000
Barclays SPDR Capital Intermediate-Term Corp.Bond ITR High-Quality Corporate Bonds 10% $10,000
Vanguard Short-Term Bond BSV Short-Term Bonds 10% $10,000
iShares 3-7 Year Treasury Bond IEI Intermediate-Term U.S. Treasury Bonds 10% $10,000
Barclays SPDR TIPS ETF IPE Inflation Protection 10% $10,000
Money Market Fund Money Market Fund 10% $10,000
Total Investment Value 100% $100,000
Total Expenses** 0.26% $259.50

*Based on $100,000 in retirement assets.
**Does not include trading commissions or cost of GoldenEgg Investing® subscription.

For more explanation of this plan, click on “How Our Plans Work” in drop-down menu.