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Kroger

Kroger

40/60

40% Equity

U.S. Large-Cap Growth
20% U.S. All Cap Equity
International Larg-Cap Growth
16% Dodge & Cox International
Emerging Markets
4% Aberdeen Emerging Markets

60% Fixed Income

Intermediate Bond
45% SSgA U.S. Bond
Short-Term Bond
15% Fixed Income Fund


 

60/40

60% Equity

U.S. Large-Cap Growth
30% U.S. All Cap Equity
International Larg-Cap Growth
24% Dodge & Cox International
Emerging Markets
6% Aberdeen Emerging Markets

40% Fixed Income

Intermediate Bond
30% SSgA U.S. Bond
Short-Term Bond
10% Fixed Income Fund

80/20

80% Equity

U.S. Large-Cap Growth
40% U.S. All Cap Equity
International Larg-Cap Growth
32% Dodge & Cox International
Emerging Markets
8% Aberdeen Emerging Markets

20% Fixed Income

Intermediate Bond
15% SSgA U.S. Bond
Short-Term Bond
5% Fixed Income Fund

The following asset classes are missing from this portfolio:

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