General Dynamics
General Dynamics
40/60
40% Equity
U.S. Large-Cap Blend
10% S&P 500 Equity Index
U.S. Mid-Cap Blend
10% Small/Mid-Cap Index
International Large Cap Growth
20% International Equity Index
60% Fixed Income
Intermediate-Term Bond
45% Fixed Income Fund
TIPS
15% Inflation Response
60/40
60% Equity
U.S. Large-Cap Blend
15% S&P 500 Equity Index
U.S. Mid-Cap Blend
15% Small/Mid-Cap Index
International Large Cap Growth
30% International Equity Index
40% Fixed Income
Intermediate-Term Bond
30% Fixed Income Fund
TIPS
10% Inflation Response
80/20
80% Equity
U.S. Large-Cap Blend
20% S&P 500 Equity Index
U.S. Mid-Cap Blend
20% Small/Mid-Cap Index
International Large Cap Growth
40% International Equity Index
20% Fixed Income
Intermediate-Term Bond
15% Fixed Income Fund
TIPS
5% Inflation Response
The following asset classes are missing from this portfolio:
US Large-Cap Value
U.S. Small-Cap Growth
U.S. Small-Cap Value
International Large-Cap Value
International Small-Cap Growth
International Small-Cap Value
Emerging Markets
U.S. REITS
International REITS
Short-Term Bonds
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: