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Cemex Inc

Cemex inc

40/60

40% Equity

U.S. Large-Cap Blend
9%  SS S&P 500 Index
U.S. Small-Cap Growth
9%  SS RSL Sm Cap
International Large-Cap Growth
14%  SS International Index
Emerging Markets
4%  Lazard Emerging Markets Eq
REIT
4%  Am Century Real Estate

60% Fixed Income

Intermediate-Term Bond
45% SS US Bond Index
Short-Term Bond
15% Invesco Stabel Value

 

60/40

60% Equity

U.S. Large-Cap Blend
13%  SS S&P 500 Index
U.S. Small-Cap Growth
14%  SS RSL Sm Cap
International Large-Cap Growth
21%  SS International Index
Emerging Markets
6%  Lazard Emerging Markets Eq
REIT
6%  Am Century Real Estate

40% Fixed Income

Intermediate-Term Bond
30% SS US Bond Index
Short-Term Bond
10% Invesco Stabel Value

80/20

80% Equity

U.S. Large-Cap Blend
18%  SS S&P 500 Index
U.S. Small-Cap Growth
18%  SS RSL Sm Cap
International Large-Cap Growth
28%  SS International Index
Emerging Markets
4%  Lazard Emerging Markets Eq
REIT
8%  Am Century Real Estate

20% Fixed Income

Intermediate-Term Bond
15% SS US Bond Index
Short-Term Bond
5% Invesco Stabel Value

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

Int'l Small-Cap Growth
Int'l Small-Cap Value
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