401(k)s are wonderful ways to save on taxes, while saving for your future. In 2023, I’m going to cut $22K off my tax bill by maxing out my 401(k).
I’m investing my entire 401(k) (and Roth IRA) into 5 world-beater blue-chips, creating a ZEUS 401(k) portfolio that’s perfect for my goals.
These five blue-chips create a diversified and prudently risk-managed portfolio with fundamentals far superior to a 60/40, the S&P and even the Nasdaq.
5.0% safe yield, a 25% discount to fair value, and 13.2% long-term return potential, similar to the last 16 years.
My ZEUS 401(k) portfolio fell 23% in the Great Recession Vs. 60/40’s 44% and S&P 500’s 56%.
It’s 75% and 96% likely to beat the S&P and 60/40 over the next 75 years, respectively.
The chances of it falling 20+% in the next 75 years are 11% and 40+% less than 1%.