Apex Tools
Apex Tools
40/60
40% Equity
U.S. Large-Cap Blend
10% Fidelity Spartan 500 Index
U.S. Small-Cap Growth
5% Fidelity Low Priced Stock
U.S. Small-Cap Value
5% American Beacon Small Cap Value
International Large-Cap Growth
20% Fidelity Diversified Int'l
60% Fixed Income
Intermediate Bond
45% PIMCO Total Return
TIPs
15% Vanguard Inflation Protected Securities
60/40
60% Equity
U.S. Large-Cap Blend
15% Fidelity Spartan 500 Index
U.S. Small-Cap Growth
7% Fidelity Low Priced Stock
U.S. Small-Cap Value
8% American Beacon Small Cap Value
International Large-Cap Growth
30% Fidelity Diversified Int'l
40% Fixed Income
Intermediate Bond
30% PIMCO Total Return
TIPs
10% Vanguard Inflation Protected Securities
80/20
80% Equity
U.S. Large-Cap Blend
20% Fidelity Spartan 500 Index
U.S. Small-Cap Growth
10% Fidelity Low Priced Stock
U.S. Small-Cap Value
5% American Beacon Small Cap Value
International Large-Cap Growth
40% Fidelity Diversified Int'l
20% Fixed Income
Intermediate Bond
15% PIMCO Total Return
TIPs
5% Vanguard Inflation Protected Securities
The following asset classes are missing from this portfolio:
U.S. Large-Cap Value
Int'l Large-Cap Value
Int'l Small-Cap Growth
Int'l Small-Cap Value
Emerging Markets
U.S. REITS
International REITS
Short-Term Bond
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: