COVID-19 Alert: Blue Water Capital Management, LLC is primarily working from home offices and using remote meetings, but can meet in-person as well.
If you have concerns about the markets, or would like to have us look over your investments, please feel free to contact us.

Specializing in retirement planning and personalized investment management.

Model Allocations for: Duke University

We have built four asset allocations with the investment options available in your plan*. Feel free to use the allocations as given, or modify them to your preference.  For instance, in order to do a 60% stock allocation, you would split the difference between the 70 and 50 allocations.

  Investment  Asset Class 90% Stocks 70% Stocks 50% Stocks 30% Stocks
Stocks  Vanguard 500 Index US Large Blend 20% 16% 12% 8%
  Vanguard Windsor II US Large Value 18% 14% 10% 6%
  Vanguard Small-Cap Index US Small Blend 9% 7% 5% 3%
  Vanguard Small-Cap Value Index US Small Value 9% 7% 5% 3%
  Vanguard REIT Index Real Estate 9% 7% 5% 3%
  Vanguard Total International Stock Index International Core Stock 25% 19% 13% 7%
    Total Stocks: 90% 70% 50% 30%
Bonds Vanguard Short-Term Investment Grade Investment Grade Bonds 8% 25% 40% 55%
  Vanguard High Yield Corporate High Yield Bonds 1% 2% 4% 6%
  Vanguard Inflation-Protected Securities TIPs 1% 3% 6% 9%
    Total Bonds: 10% 30% 50% 70%

*Investment options as of: Fall of 2016

If your investment options have changed since this date, please email us a list of your new options. We will contact you when we've reviewed them and made any necessary changes to our allocations.