Fluke Mfg
Fluke Manufacturing
40/60
40% Equity
U.S. Large-Cap Blend
10% Fidelity Spartan 500 Index
U.S. Small-Cap Growth
5% Fielity Spartan Extended Index
U.S. Small-Cap Value
5% American Beacon Small-Cap Value Index
International Large-Cap Blend
20% Vanguard Total Int'l Index
60% Fixed Income
Intermediate Bond
60% Vanguard Total Bond Index
60/40
60% Equity
U.S. Large-Cap Blend
15% Fidelity Spartan 500 Index
U.S. Small-Cap Growth
7% Fielity Spartan Extended Index
U.S. Small-Cap Value
8% American Beacon Small-Cap Value Index
International Large-Cap Blend
30% Vanguard Total Int'l Index
60% Fixed Income
Intermediate Bond
40% Vanguard Total Bond Index
80/20
80% Equity
U.S. Large-Cap Blend
20% Fidelity Spartan 500 Index
U.S. Small-Cap Growth
10% Fielity Spartan Extended Index
U.S. Small-Cap Value
10% American Beacon Small-Cap Value Index
International Large-Cap Blend
40% Vanguard Total Int'l Index
60% Fixed Income
Intermediate Bond
20% Vanguard Total Bond Index
The following asset classes are missing from this portfolio:
Int'l Small-Cap Growth
Int'l Small-Cap Value
Emerging Markets
U.S. REITS
International REITS
TIPS (inflation-protected)
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: