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: