Amos Energy Corporation 401k
Amos Energy Corporation 401k
40/60
40% Equity
U.S. Large-Cap Blend
10% Vanguard Institutional Index
U.S. Small-Cap Growth
10% New Horizons Fund
International Large-Cap Growth
20% Harbor International Fund
60% Fixed Income
Intermediate Bond
42% US Bond Enhanced Index
Short Term Bond
18% Short Term Bonds
60/40
60% Equity
U.S. Large-Cap Blend
15% Vanguard Institutional Index
U.S. Small-Cap Growth
15% New Horizons Fund
International Large-Cap Growth
30% Harbor International Fund
40% Fixed Income
Intermediate Bond
28% US Bond Enhanced Index
Short Term Bond
12% Short Term Bonds
80/20
80% Equity
U.S. Large-Cap Blend
20% Vanguard Institutional Index
U.S. Small-Cap Growth
20% New Horizons Fund
International Large-Cap Growth
40% Harbor International Fund
20% Fixed Income
Intermediate Bond
6% US Bond Enhanced Index
Short Term Bond
14% Short Term Bonds
The following asset classes are missing from this portfolio:
U.S. Large Cap Value
U.S. Small Cap Value
International Large Cap Value
International Small Cap Growth
International Small Cap Value
Emerging Markets
U.S. REITS
International REITS
TIPS
You should try to invest in as many of these asset classes as possible through IRA or individual taxable accounts to arrive at a portfolio that comes close to the chart below: