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Valley Medical

Valley Medical

40/60

40% Equity

U.S. Large-Cap Blend
9% Vanguard 500 Index
U.S. Small-Cap Value
9% Delaware Small-Cap Value
International Large-Cap Blend
18% Vanguard Total International Stock
REITs
4% Virtus Real Estate Security

60% Fixed Income

Intermediate Bond
60% Vanguard Total Bond Market

 

60/40

60% Equity

U.S. Large-Cap Blend
13% Vanguard 500 Index
U.S. Small-Cap Value
14% Delaware Small-Cap Value
International Large-Cap Blend
27% Vanguard Total International Stock
REITs
6% Virtus Real Estate Security

40% Fixed Income

Intermediate Bond
40% Vanguard Total Bond Market

80/20

80% Equity

U.S. Large-Cap Blend
18% Vanguard 500 Index
U.S. Small-Cap Value
18% Delaware Small-Cap Value
International Large-Cap Blend
36% Vanguard Total International Stock
REITs
8% Virtus Real Estate Security

20% Fixed Income

Intermediate Bond
20% Vanguard Total Bond Market

The following asset classes are missing from this portfolio:

U.S. Large-Cap Value
U.S. Small-Cap Growth
International Small-Cap Growth
International Small-Cap Value
Emerging Markets
Short-Term Bonds
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:

401411-allocation chart.png