Black & Decker
Black & Decker
40/60
40% Equity
U.S. Large-Cap Growth
10% S&P U.S. Equity - Index Fund
U.S. Small/Mid-Cap Growth
10% Small/Mid Cap U.S. Equity - Index Fund
International Large-Cap Growth
20% International Equity - Index Fund
60% Fixed Income
Intermediate-Term Bond
45% Intermediate Bond - Index Fund
TIPs
15% U.S. TIPs - Index Fund
60/40
60% Equity
U.S. Large-Cap Growth
15% S&P U.S. Equity - Index Fund
U.S. Small/Mid-Cap Growth
15% Small/Mid Cap U.S. Equity - Index Fund
International Large-Cap Growth
30% International Equity - Index Fund
40% Fixed Income
Intermediate-Term Bond
30% Intermediate Bond - Index Fund
TIPs
10% U.S. TIPs - Index Fund
80/20
80% Equity
U.S. Large-Cap Growth
20% S&P U.S. Equity - Index Fund
U.S. Small/Mid-Cap Growth
20% Small/Mid Cap U.S. Equity - Index Fund
International Large-Cap Growth
40% International Equity - Index Fund
20% Fixed Income
Intermediate-Term Bond
15% Intermediate Bond - Index Fund
TIPs
5% U.S. TIPs - Index Fund
The following asset classes are missing from this portfolio:
U.S. Small-Cap Value
U.S. Large-Cap Value
Int'l Large-Cap Value
Int'l Small-Cap Value
U.S. REITS
Int'l REITS
Emerging Markets
Short-Term Bonds
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: