GE
GE
40/60
40% Equity
U.S. Large-Cap Growth
10% US Large Cap Equity Index
U.S. Small-Cap Growth
10% US Small Cap Equity Index
International Large-Cap Growth
20% Non-US Equity Index
60% Fixed Income
Intermediate Bond
45% US Aggregate Bond Index
TIPS
15% US TIPS Index
60/40
60% Equity
U.S. Large-Cap Growth
15% US Large Cap Equity Index
U.S. Small-Cap Growth
15% US Small Cap Equity Index
International Large-Cap Growth
30% Non-US Equity Index
60% Fixed Income
Intermediate Bond
30% US Aggregate Bond Index
TIPS
10% US TIPS Index
80/20
80% Equity
U.S. Large-Cap Growth
20% US Large Cap Equity Index
U.S. Small-Cap Growth
20% US Small Cap Equity Index
International Large-Cap Growth
40% Non-US Equity Index
60% Fixed Income
Intermediate Bond
15% US Aggregate Bond Index
TIPS
5% US TIPS Index
The following asset classes are missing from this portfolio:
US Large-Cap Value
US Small-Cap Value
Int'l Large-Cap Value
Int'l Large-Cap Growth
Int'l Small-Cap Value
Emerging Markets
U.S. REITS
International 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: