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Northwest Hospital

Northwest Hospital

40/60

40% Equity
 

U.S. Large-Cap Growth
9%  Fidelity 500 Index
U.S. Mid-Cap Growth
9%  Fidelity Ext Market
International Large-Cap Growth
14%  Vanguard Total Intl Market
Emerging Markets
4% Oppenheimer Developing Markets
REITs
4% Virtus Real Estate

60% Fixed Income

Intermediate-Term Bond
45% FID US Bond Index
TIPS
15% Vanguard Inflation Protected

 

60/40

60% Equity

U.S. Large-Cap Growth
13%  Fidelity 500 Index
U.S. Mid-Cap Growth
14%  Fidelity Ext Market
International Large-Cap Growth
21%  Vanguard Total Intl Market
Emerging Markets
6% Oppenheimer Developing Markets
REITs
6% Virtus Real Estate

40% Fixed Income

Intermediate-Term Bond
30% FID US Bond Index
TIPS
10% Vanguard Inflation Protected

80/20

80% Equity

U.S. Large-Cap Growth
18%  Fidelity 500 Index
U.S. Mid-Cap Growth
18%  Fidelity Ext Market
International Large-Cap Growth
28%  Vanguard Total Intl Market
Emerging Markets
8% Oppenheimer Developing Markets
REITs
8% Virtus Real Estate

20% Fixed Income

Intermediate-Term Bond
15% FID US Bond Index
TIPS
5% Vanguard Inflation Protected

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

Int'l Small-Cap
Short-Term Government 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:

401411-allocation chart.png