Safeway
Safeway
40/60
40% Equity
U.S. Large-Cap Blend
10% SSgA S & P 500 Index
U.S. Small-Cap Growth
10% Emerald Growth Fund
International Large-Cap Growth
20% American Funds EuroPacific Growth Fund
60% Fixed Income
Short-Term Bond
15% Interest Income Fund
Intermediate Bond
45% PIMCO Total Return
60/40
60% Equity
U.S. Large-Cap Blend
15% SSgA S & P 500 Index
U.S. Small-Cap Growth
15% Emerald Growth Fund
International Large-Cap Growth
30% American Funds EuroPacific Growth Fund
40% Fixed Income
Short-Term Bond
10% Interest Income Fund
Intermediate Bond
30% PIMCO Total Return
80/20
80% Equity
U.S. Large-Cap Blend
20% SSgA S & P 500 Index
U.S. Small-Cap Growth
20% Emerald Growth Fund
International Large-Cap Growth
40% American Funds EuroPacific Growth Fund
20% Fixed Income
Short-Term Bond
5% Interest Income Fund
Intermediate Bond
15% PIMCO Total Return
The following asset classes are missing from this portfolio:
U.S. Large-Cap Value
U.S. Small-Cap Value
Int'l Large-Cap Value
Int'l Small-Cap Growth
Int'l Small-Cap Value
Emerging Markets
U.S. REITs
Int'l 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: