Village Life
Village Life (Updated 6.21.18)
40/60
40% Equity
U.S. Large-Cap Blend
5% Schwab S&P 500 Index
U.S. Small-Cap Value
15% DFA US Small Cap 1
International Equity Blend
15% DFA International Core Equity 1
Emerging Markets
5% DFA Emerging Markets Core Equity 1
60% Fixed Income
Inflation Protected Securities
12% DFA Inflation Protected Securities 1
Short-Term Bonds
18% Vanguard Short Term Federal Admiral
Intermediate Bonds
30% Metropolitan West Total Return Bond 1
60/40
60% Equity
U.S. Large-Cap Blend
7.5% Schwab S&P 500 Index
U.S. Small-Cap Value
22.5% DFA US Small Cap 1
International Equity Blend
22.5% DFA International Core Equity 1
Emerging Markets
7.5% DFA Emerging Markets Core Equity 1
40% Fixed Income
Inflation Protected Securities
8% DFA Inflation Protected Securities 1
Short-Term Bonds
12% Vanguard Short Term Federal Admiral
Intermediate Bonds
20% Metropolitan West Total Return Bond 1
80/20
80% Equity
U.S. Large-Cap Blend
10% Schwab S&P 500 Index
U.S. Small-Cap Value
30% DFA US Small Cap 1
International Equity Blend
30% DFA International Core Equity 1
Emerging Markets
10% DFA Emerging Markets Core Equity 1
20% Fixed Income
Inflation Protected Securities
4% DFA Inflation Protected Securities 1
Short-Term Bonds
6% Vanguard Short Term Federal Admiral
Intermediate Bonds
10% Metropolitan West Total Return Bond 1
The following asset classes are missing from this portfolio:
U.S. REITS
Int'l REITS
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: