Four Seasons
Four Seasons
40/60
40% Equity
U.S. Large-Cap Blend
20% Vanguard Institutional Index
U.S. Small-Cap Growth
20% T. Rowe Price Small Cap
60% Fixed Income
Intermediate-Term Bond
45% PIMCO Total Return
Short-Term Bond
15% Wells Fargo Stable Value
60/40
60% Equity
U.S. Large-Cap Blend
30% Vanguard Institutional Index
U.S. Small-Cap Growth
30% T. Rowe Price Small Cap
40% Fixed Income
Intermediate-Term Bond
30% PIMCO Total Return
Short-Term Bond
10% Wells Fargo Stable Value
80/20
80% Equity
U.S. Large-Cap Blend
40% Vanguard Institutional Index
U.S. Small-Cap Growth
40% T. Rowe Price Small Cap
20% Fixed Income
Intermediate-Term Bond
15% PIMCO Total Return
Short-Term Bond
5% Wells Fargo Stable Value
The following asset classes are missing from this portfolio:
U.S. Large-Cap Value
U.S. Small-Cap Value
International Large-Cap Value
International Large-Cap Growth
International Small-Cap Growth
International Small-Cap Value
Emerging Markets
U.S. REITS
International 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: