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Amalgamated Transit

amalgamated Transit (Updated 6.21.18)

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% First Eagle Overseas

60% Fixed Income

Intermediate-Term Bond
45% JP Morgan Government Bond A
Short-Term Bond
15% Stable Value Fund

 

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% First Eagle Overseas

40% Fixed Income

Intermediate-Term Bond
30% JP Morgan Government Bond A
Short-Term Bond
10% Stable Value Fund

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% First Eagle Overseas

20% Fixed Income

Intermediate-Term Bond
15% JP Morgan Government Bond A
Short-Term Bond
5% Stable Value Fund

The following asset classes are missing from this portfolio:
Int'l Small-Cap Value
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:

401411-allocation chart.png