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Evergreen Health Care

Evergreen Health Care

40/60

40% Equity

U.S. Large-Cap Blend
5% Spartan 500 Index
U.S. Large-Cap Value
5% Fidelity Equity Income
U.S. Small-Cap Blend
10% Harbor Small-Cap
International Large-Cap Growth
20% Fidelity Diversified International Fund

60% Fixed Income

Intermediate Bond
45% PIMCO Total Return
Short-Term Bond
15% Managed Income Portfolio Class 1
 

60/40

60% Equity

U.S. Large-Cap Blend
7% Spartan 500 Index
U.S. Large-Cap Value
8% Fidelity Equity Income
U.S. Small-Cap Blend
15% Harbor Small-Cap
International Large-Cap Growth
30% Fidelity Diversified International Fund

40% Fixed Income

Intermediate Bond
30% PIMCO Total Return
Short-Term Bond
10% Managed Income Portfolio Class 1

80/20

80% Equity

U.S. Large-Cap Blend
10% Spartan 500 Index
U.S. Large-Cap Value
10% Fidelity Equity Income
U.S. Small-Cap Blend
20% Harbor Small-Cap
International Large-Cap Growth
40% Fidelity Diversified International Fund

20% Fixed Income

Intermediate Bond
15% PIMCO Total Return
Short-Term Bond
5% Managed Income Portfolio Class 1

The following asset classes are missing from this portfolio:

U.S. Small-Cap Value
International Large-Cap Value
International Small-Cap Growth
International Small-Cap Value
REITs
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