Lionsgate
Lionsgate
40/60
40% Equity
U.S. Large-Cap Blend
5% iShares S&P 500 Index Fund
U.S. Small-Cap Blend
15% iShares Russell 2000 Small Cap Fund
International Large-Cap Blend
20% iShares MSCI EAFE International Fund
60% Fixed Income
Intermediate-Term Bond
45% Voya Intermediate Bond Fund
Inflation Protected Securities
15% PIMCO Real Return Bond Fund
60/40
60% Equity
U.S. Large-Cap Blend
7.5% iShares S&P 500 Index Fund
U.S. Small-Cap Blend
22.5% iShares Russell 2000 Small Cap Fund
International Large-Cap Blend
30% iShares MSCI EAFE International Fund
40% Fixed Income
Intermediate-Term Bond
30% Voya Intermediate Bond Fund
Inflation Protected Securities
10% PIMCO Real Return Bond Fund
80/20
80% Equity
U.S. Large-Cap Blend
10% iShares S&P 500 Index Fund
U.S. Small-Cap Blend
30% iShares Russell 2000 Small Cap Fund
International Large-Cap Blend
40% iShares MSCI EAFE International Fund
20% Fixed Income
Intermediate-Term Bond
15% Voya Intermediate Bond Fund
Inflation Protected Securities
5% PIMCO Real Return Bond Fund
The following asset classes are missing from this portfolio:
Int'l Small-Cap Growth
Int'l Small-Cap Value
U.S. REITS
Int'l REITS
Emerging Markets
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: