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Concur

Concur

40/60

40% Equity

U.S. Large-Cap Blend
9% Vanguard 500
U.S. Small-Cap Blend
9% Vanguard Small-Cap Index
International Large-Cap Blend
14% Harbor International Fund Investor
Emerging Markets
4% Columbia Emerging Markets
REITs
4% Prudential Global Real Estate

60% Fixed Income

Intermediate Bond
60% PIMCO Total Return
 

60/40

60% Equity

U.S. Large-Cap Blend
13% Vanguard 500
U.S. Small-Cap Blend
14% Vanguard Small-Cap Index
International Large-Cap Blend
21% Harbor International Fund Investor
Emerging Markets
6% Columbia Emerging Markets
REITs
6% Prudential Global Real Estate

40% Fixed Income

Intermediate Bond
40% PIMCO Total Return

80/20

80% Equity

U.S. Large-Cap Blend
18% Vanguard 500
U.S. Small-Cap Blend
18% Vanguard Small-Cap Index
International Large-Cap Blend
28% Harbor International Fund Investor
Emerging Markets
8% Columbia Emerging Markets
REITs
8% Prudential Global Real Estate

20% Fixed Income

Intermediate Bond
20% PIMCO Total Return

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 Growth
International Small-Cap Value
Short-Term Bonds
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