Evergreen Health Care
Evergreen Health Care
40/60
40% Equity
U.S. Large-Cap Blend
5% Spartan 500 Index
U.S. Large-Cap Value
5% Fidelity Equity Income
U.S. Small-Cap Blend
10% Harbor Small-Cap
International Large-Cap Growth
20% Fidelity Diversified International Fund
60% Fixed Income
Intermediate Bond
45% PIMCO Total Return
Short-Term Bond
15% Managed Income Portfolio Class 1
60/40
60% Equity
U.S. Large-Cap Blend
7% Spartan 500 Index
U.S. Large-Cap Value
8% Fidelity Equity Income
U.S. Small-Cap Blend
15% Harbor Small-Cap
International Large-Cap Growth
30% Fidelity Diversified International Fund
40% Fixed Income
Intermediate Bond
30% PIMCO Total Return
Short-Term Bond
10% Managed Income Portfolio Class 1
80/20
80% Equity
U.S. Large-Cap Blend
10% Spartan 500 Index
U.S. Large-Cap Value
10% Fidelity Equity Income
U.S. Small-Cap Blend
20% Harbor Small-Cap
International Large-Cap Growth
40% Fidelity Diversified International Fund
20% Fixed Income
Intermediate Bond
15% PIMCO Total Return
Short-Term Bond
5% Managed Income Portfolio Class 1
The following asset classes are missing from this portfolio:
U.S. Small-Cap Value
International Large-Cap Value
International Small-Cap Growth
International Small-Cap Value
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: