Dell
Dell
40/60
40% Equity
U.S. Large-Cap Blend
10% Equity Index Fund
U.S. Small-Cap Value
10% Small Cap Value
International Large-Cap Growth
8% International Index
International Large-Cap Value
8% International Value
Emerging Markets
4% Emerging Markets Equity
60% Fixed Income
Intermediate-Term Bond
30% Bond Index Fund
Short-Term Bonds
30% Short Duration Bond
60/40
60% Equity
U.S. Large-Cap Blend
15% Equity Index Fund
U.S. Small-Cap Value
15% Small Cap Value
International Large-Cap Growth
12% International Index
International Large-Cap Value
12% International Value
Emerging Markets
6% Emerging Markets Equity
40% Fixed Income
Intermediate-Term Bond
20% Bond Index Fund
Short-Term Bonds
20% Short Duration Bond
80/20
80% Equity
U.S. Large-Cap Blend
20% Equity Index Fund
U.S. Small-Cap Value
20% Small Cap Value
International Large-Cap Growth
16% International Index
International Large-Cap Value
16% International Value
Emerging Markets
8% Emerging Markets Equity
20% Fixed Income
Intermediate-Term Bond
10% Bond Index Fund
Short-Term Bonds
10% Short Duration Bond
The following asset classes are missing from this portfolio:
U.S. Large-Cap Value
U.S. Small-Cap Growth
Int'l Large-Cap Value
Int'l Small-Cap Growth
Int'l Small-Cap Value
U.S. REITS
Int'l 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: