Visionary Office Furniture
Visionary Office Furniture (Updated 5.21.18)
40/60
40% Equity
U.S. Large-Cap
5% Vanguard Inst Index Fund Inst
U.S. Small-Cap Value
14% Vanguard Selected Value Fund
International Large-Cap
19% Vanguard FTSE All-World ex-US Ist
U.S. REIT
2% Vanguard REIT Index Fund Inst
60% Fixed Income
Intermediate-Term Bond
48% Vanguard Total Bond Mkt Index Inst
Inflation Protected Bond
12% Vanguard Inflation-Protected Sec Adm
60/40
60% Equity
U.S. Large-Cap
7.5 Vanguard Inst Index Fund Inst
U.S. Small-Cap Value
21% Vanguard Selected Value Fund
International Large-Cap
28.5% Vanguard FTSE All-World ex-US Ist
U.S. REIT
3% Vanguard REIT Index Fund Inst
40% Fixed Income
Intermediate-Term Bond
32% Vanguard Total Bond Mkt Index Inst
Inflation Protected Bond
8% Vanguard Inflation-Protected Sec Adm
80/20
80% Equity
U.S. Large-Cap
10% Vanguard Inst Index Fund Inst
U.S. Small-Cap Value
28% Vanguard Selected Value Fund
International Large-Cap
38% Vanguard FTSE All-World ex-US Ist
U.S. REIT
4% Vanguard REIT Index Fund Inst
20% Fixed Income
Intermediate-Term Bond
16% Vanguard Total Bond Mkt Index Inst
Inflation Protected Bond
4% Vanguard Inflation-Protected Sec Adm
The following asset classes are missing from this portfolio:
Int'l Small-Cap Growth
Int'l Small-Cap Value
Int'l REITS
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: