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JB Hunt Transport

jb hunt transport

40/60

40% Equity

U.S. Large-Cap Blend
9% Vanguard Institutional Index 
U.S. Small-Cap Blend
9% Vanguard Small-Cap Index
International Large-Cap Blend
18% BlackRock MSCI ACWI
REIT
4% Invesco Global Real Estate

60% Fixed Income

Intermediate Bond
45% Vanguard Total Bond Market
Short-Term Bond
15% Stable Value Fund
 

60/40

60% Equity

U.S. Large-Cap Blend
13% Vanguard Institutional Index 
U.S. Small-Cap Blend
14% Vanguard Small-Cap Index
International Large-Cap Blend
27% BlackRock MSCI ACWI
REIT
6% Invesco Global Real Estate

40% Fixed Income

Intermediate Bond
30% Vanguard Total Bond Market
Short-Term Bond
10% Stable Value Fund

80/20

80% Equity

U.S. Large-Cap Blend
18% Vanguard Institutional Index 
U.S. Small-Cap Blend
18% Vanguard Small-Cap Index
International Large-Cap Blend
36% BlackRock MSCI ACWI
REIT
8% Invesco Global Real Estate

20% Fixed Income

Intermediate Bond
15% Vanguard Total Bond Market
Short-Term Bond
5% Stable Value Fund

The following asset classes are missing from this portfolio:

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