IBM
IBM
40/60
36% Equity
U.S. Large-Cap Blend
8% DFA U.S. Core Equity 1
U.S. Small-Cap Blend
10% DFA U.S. Vector Equity
International Large-Cap Growth
4% DFA Large Cap Int'l
International Large-Cap Value
5% DFA Int'l Value
International Small-Cap Blend
5% DFA Int'l Vector
International Emerging Growth
2% DFA Emerging Markets
International Emerging Growth
2% DFA Int'l Value
4% Real Estate
4% DFA Global Real Estate
60% Fixed Income
Intermediate Bond
40% Vanguard Intermediate Treasury
Short-Term Bond
20% Vanguard Short-Term Treasury
TIPS
20% Vanguard Inflation Protected Securities
60/40
54% Equity
U.S. Large-Cap Blend
12% DFA U.S. Core Equity 1
U.S. Small-Cap Blend
16% DFA U.S. Vector Equity
International Large-Cap Growth
7% DFA Large Cap Int'l
International Large-Cap Value
8% DFA Int'l Value
International Small-Cap Blend
8% DFA Int'l Vector
International Emerging Growth
3% DFA Emerging Markets
International Emerging Growth
3% DFA Int'l Value
6% Real Estate
6% DFA Global Real Estate
40% Fixed Income
Intermediate Bond
20% Vanguard Intermediate Treasury
Short-Term Bond
10% Vanguard Short-Term Treasury
TIPS
10% Vanguard Inflation Protected Securities
80/20
72% Equity
U.S. Large-Cap Blend
16% DFA U.S. Core Equity 1
U.S. Small-Cap Blend
20% DFA U.S. Vector Equity
International Large-Cap Growth
9% DFA Large Cap Int'l
International Large-Cap Value
9% DFA Int'l Value
International Small-Cap Blend
10% DFA Int'l Vector
International Emerging Growth
4% DFA Emerging Markets
International Emerging Growth
4% DFA Int'l Value
8% Real Estate
8% DFA Global Real Estate
20% Fixed Income
Intermediate Bond
10% Vanguard Intermediate Treasury
Short-Term Bond
5% Vanguard Short-Term Treasury
TIPS
5% Vanguard Inflation Protected Securities
The following asset classes are missing from this portfolio:
NONE
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: