Starbucks
Starbucks (Updated 5.30.18)
40/60
40% Equity
U.S. Large-Cap Blend
5% Vanguard Institutional Index
U.S. Small-Cap Blend
15% Vanguard Small Cap Index
International Large-Cap Blend
20% Vanguard Total Int'l Index
20% Fixed Income
Intermediate Bond
60% Dodge & Cox Income
60/40
60% Equity
U.S. Large-Cap Blend
7.5% Vanguard Institutional Index
U.S. Small-Cap Blend
22.5% Vanguard Small Cap Index
International Large-Cap Blend
30% Vanguard Total Int'l Index
40% Fixed Income
Intermediate Bond
40% Dodge & Cox Income
80/20
80% Equity
U.S. Large-Cap Blend
10% Vanguard Institutional Index
U.S. Small-Cap Blend
30% Vanguard Small Cap Index
International Large-Cap Blend
40% Vanguard Total Int'l Index
20% Fixed Income
Intermediate Bond
20% Dodge & Cox Income
The following asset classes are missing from this portfolio:
U.S. REITS
International REITS
TIPS (inflation-protected)
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: