Proliance Surgeons
Proliance surgeons
40/60
40% Equity
U.S. Large-Cap Blend
9% Vanguard Institutional Index
U.S. Small-Cap Growth
9% Vanguard Small-Cap Index
International Large-Cap Growth
7% American Funds EuroPac Growth
International Small-Cap Growth
7% American Funds Small Cap W
Emerging Markets
4% Oppenheimer Dev M
REIT
4% Vanguard REIT
60% Fixed Income
Intermediate Bond
45% MFS Government Securities Fund
Short-Term Bond
15% Met Life Stable Value
60/40
60% Equity
U.S. Large-Cap Blend
13% Vanguard Institutional Index
U.S. Small-Cap Growth
14% Vanguard Small-Cap Index
International Large-Cap Growth
10% American Funds EuroPac Growth
International Small-Cap Growth
11% American Funds Small Cap W
Emerging Markets
6% Oppenheimer Dev M
REIT
6% Vanguard REIT
40% Fixed Income
Intermediate Bond
30% MFS Government Securities Fund
Short-Term Bond
10% Met Life Stable Value
80/20
80% Equity
U.S. Large-Cap Blend
18% Vanguard Institutional Index
U.S. Small-Cap Growth
19% Vanguard Small-Cap Index
International Large-Cap Growth
14% American Funds EuroPac Growth
International Small-Cap Growth
14% American Funds Small Cap W
Emerging Markets
8% Oppenheimer Dev M
REIT
8% Vanguard REIT
20% Fixed Income
Intermediate Bond
15% MFS Government Securities Fund
Short-Term Bond
5% Met Life Stable Value
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
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: