Deflecto
Deflecto, LLC (Updated 6.21.18)
40/60
40% Equity
U.S. Large-Cap Blend
5% S&P 500 Index Fund
U.S. Small-Cap Value
15% American Beacon Small Cap Value Fund
International Equity Blend
20% Vanguard Total International Index Fund
60% Fixed Income
Inflation Protected Securities
15% Vanguard Inflation Protected Securities
Intermediate Bonds
45% Core Bond Fund
60/40
60% Equity
U.S. Large-Cap Blend
7.5% S&P 500 Index Fund
U.S. Small-Cap Value
22.5% American Beacon Small Cap Value Fund
International Equity Blend
30% Vanguard Total International Index Fund
40% Fixed Income
Inflation Protected Securities
10% Vanguard Inflation Protected Securities
Intermediate Bonds
30% Core Bond Fund
80/20
80% Equity
U.S. Large-Cap Blend
10% S&P 500 Index Fund
U.S. Small-Cap Value
30% American Beacon Small Cap Value Fund
International Equity Blend
40% Vanguard Total International Index Fund
20% Fixed Income
Inflation Protected Securities
5% Vanguard Inflation Protected Securities
Intermediate Bonds
15% Core Bond Fund
The following asset classes are missing from this portfolio:
U.S. REITS
Int'l REITS
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: