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Intel

Intel

40/60

40% Equity

U.S. Large-Cap Blend
10% Vanguard Institutional Index
U.S. Small-Cap Blend
10% BTC Russell 2500
International Large-Cap Growth
16% BTC ACWI ex U.S. Index
Emerging Markets
4% BTC Emerging Markets

60% Fixed Income

Intermediate Bond
45% BTC U.S. Debt
Short-Term Bond
15% INV Gov & Agency


 

60/40

60% Equity

U.S. Large-Cap Blend
15% Vanguard Institutional Index
U.S. Small-Cap Blend
15% BTC Russell 2500
International Large-Cap Growth
24% BTC ACWI ex U.S. Index
Emerging Markets
6% BTC Emerging Markets

40% Fixed Income

Intermediate Bond
30% BTC U.S. Debt
Short-Term Bond
10% INV Gov & Agency

80/20

80% Equity

U.S. Large-Cap Blend
20% Vanguard Institutional Index
U.S. Small-Cap Blend
20% BTC Russell 2500
International Large-Cap Growth
32% BTC ACWI ex U.S. Index
Emerging Markets
8% BTC Emerging Markets

20% Fixed Income

Intermediate Bond
15% BTC U.S. Debt
Short-Term Bond
5% INV Gov & Agency

The following asset classes are missing from this portfolio:

U.S. Large-Cap Value
U.S. Small-Cap Value
International Large-Cap Value
International Small-Cap Value
International Small-Cap Growth
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:

401411-allocation chart.png