UPS
UPS
40/60
40% Equity
U.S. Large-Cap Blend
9% S & P 500 Index
U.S. Small-Cap Blend
9% Russell 2000 Index
International Large-Cap Blend
18% International Index Fund
REIT
4% U.S. Reit Index
60% Fixed Income
Intermediate Bond
45% Bond Market Index
Short-Term Bond
15% Stable Value Fund
60/40
60% Equity
U.S. Large-Cap Blend
13% S & P 500 Index
U.S. Small-Cap Blend
14% Russell 2000 Index
International Large-Cap Blend
27% International Index Fund
REIT
6% U.S. Reit Index
40% Fixed Income
Intermediate Bond
30% Bond Market Index
Short-Term Bond
10% Stable Value Fund
80/20
80% Equity
U.S. Large-Cap Blend
18% S & P 500 Index
U.S. Small-Cap Blend
18% Russell 2000 Index
International Large-Cap Blend
36% International Index Fund
REIT
8% U.S. Reit Index
20% Fixed Income
Intermediate Bond
15% Bond Market Index
Short-Term Bond
5% Stable Value Fund
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
International Small-Cap Growth
Emerging Markets
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: