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Holland America

Holland America

40/60

40% Equity

U.S. Large-Cap Blend
10% WF/BlackRock S&P 500 Index
U.S. Small-Cap Blend
10%  DFA 6-10 Small Company Fund
International Large-Cap Blend
20% Vanguard Total Int'l Stock Index

60% Fixed Income

Intermediate Bond
48% Vanguard Total Bond Index
TIPS
12% BlackRock Inflation Protected Bond Portfolio

60/40

60% Equity

 

U.S. Large-Cap Blend
15% WF/BlackRock S&P 500 Index
U.S. Small-Cap Blend
15%  DFA 6-10 Small Company Fund
International Large-Cap Blend
30% Vanguard Total Int'l Stock Index

40% Fixed Income

Intermediate Bond
32% Vanguard Total Bond Index
TIPS
8% BlackRock Inflation Protected Bond Portfolio

80/20

80% Equity

 

U.S. Large-Cap Blend
10% WF/BlackRock S&P 500 Index
U.S. Small-Cap Blend
10%  DFA 6-10 Small Company Fund
International Large-Cap Blend
40% Vanguard Total Int'l Stock Index

20% Fixed Income

Intermediate Bond
16% Vanguard Total Bond Index
TIPS
4% BlackRock Inflation Protected Bond Portfolio

The following asset classes are missing from this portfolio:

International Small-Cap Growth
International Small-Cap Value
U.S. REITs
Int'l REITs
Short-Term Government 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:

401411-allocation chart.png