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American Express

American express

40/60

40% Equity

U.S. Large-Cap Blend
10% U.S. Large-Cap Equity Index
U.S. Mid-Small Blend
10% U.S. Small/Mid Index
International Large-Cap Growth
20% International Equity Index

60% Fixed Income

Intermediate Bond
45% Diversified Bond Index
Short-Term Bond
15% Stable Value Fund


 

60/40

60% Equity

U.S. Large-Cap Blend
15% U.S. Large-Cap Equity Index
U.S. Mid-Small Blend
15% U.S. Small/Mid Index
International Large-Cap Growth
30% International Equity Index

40% Fixed Income

Intermediate Bond
30% Diversified Bond Index
Short-Term Bond
10% Stable Value Fund

80/20

80% Equity

U.S. Large-Cap Blend
20% U.S. Large-Cap Equity Index
U.S. Mid-Small Blend
20% U.S. Small/Mid Index
International Large-Cap Growth
40% International Equity Index

20% Fixed Income

Intermediate Bond
15% Diversified Bond 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

U.S. REITs
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:

401411-allocation chart.png