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KForce

kforce

40/60

40% Equity

U.S. Large-Cap Blend
5% Vanguard 500 Index
U.S. Large-Cap Value
5% Vanguard U.S. Value I
U.S. Small-Cap Growth
5% Vanguard Small-Cap Index
U.S. Small-Cap Vale
5% Vanguard Small-Cap Value
International Large-Cap Growth
20% DFA Global Equity

60% Fixed Income

Intermediate Bond
45% DFA Intermediate Government
Short-Term Bonds
15% Guaranteed Income Fund


 

60/40

60% Equity

U.S. Large-Cap Blend
7% Vanguard 500 Index
U.S. Large-Cap Value
8% Vanguard U.S. Value I
U.S. Small-Cap Growth
7% Vanguard Small-Cap Index
U.S. Small-Cap Vale
8% Vanguard Small-Cap Value
International Large-Cap Growth
30% DFA Global Equity

40% Fixed Income

Intermediate Bond
30% DFA Intermediate Government
Short-Term Bonds
10% Guaranteed Income Fund

80/20

80% Equity

U.S. Large-Cap Blend
10% Vanguard 500 Index
U.S. Large-Cap Value
10% Vanguard U.S. Value I
U.S. Small-Cap Growth
10% Vanguard Small-Cap Index
U.S. Small-Cap Vale
10% Vanguard Small-Cap Value
International Large-Cap Growth
40% DFA Global Equity

20% Fixed Income

Intermediate Bond
15% DFA Intermediate Government
Short-Term Bonds
5% Guaranteed Income Fund

The following asset classes are missing from this portfolio:

International Large-Cap Value
International Small-Cap Growth

International Small-Cap Value
Emerging Markets
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