Elliot Street School
Newark NJ Public Schools
40/60
40% Equity
U.S. Large-Cap Blend
4% EQ/Equity 500 Index Portfolio
U.S. Small-Cap Blend
14% EQ/Small Company Index Portfolio
International Large-Cap Growth
20% EQ/International Equity Index Portfolio
REIT
2% Invesco VI Global Real Estate Fund
60% Fixed Income
Intermediate Bond
45% EQ/Core Bond Index Portfolio
Treasury Inflation Protected Securities
15% EQ/PIMCO Global Real Return Portfolio
60/40
60% Equity
U.S. Large-Cap Blend
6% EQ/Equity 500 Index Portfolio
U.S. Small-Cap Blend
21% EQ/Small Company Index Portfolio
International Large-Cap Growth
30% EQ/International Equity Index Portfolio
REIT
3% Invesco VI Global Real Estate Fund
40% Fixed Income
Intermediate Bond
30% EQ/Core Bond Index Portfolio
Treasury Inflation Protected Securities
10% EQ/PIMCO Global Real Return Portfolio
80/20
80% Equity
U.S. Large-Cap Blend
8% EQ/Equity 500 Index Portfolio
U.S. Small-Cap Blend
28% EQ/Small Company Index Portfolio
International Large-Cap Growth
40% EQ/International Equity Index Portfolio
REIT
4% Invesco VI Global Real Estate Fund
20% Fixed Income
Intermediate Bond
15% EQ/Core Bond Index Portfolio
Treasury Inflation Protected Securities
5% EQ/PIMCO Global Real Return Portfolio
The following asset classes are missing from this portfolio:
International Small-Cap Value
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: