Honeywell
Honeywell
40/60
40% Equity
U.S. Large-Cap Blend
9% S & P 500 Equity Index
U.S. Mid-Cap Growth
9% Small to Mid Cap Stock
International Large-Cap Growth
14% International Stock Fund
Emerging Markets
4% Emerging Markets Equity
REITs
4% Global REIT
60% Fixed Income
Short-Term Bond
30% Short-Term Fixed Income
Intermediate Bond
30% Investment Grade Bonds
60/40
60% Equity
U.S. Large-Cap Blend
13% S & P 500 Equity Index
U.S. Mid-Cap Growth
14% Small to Mid Cap Stock
International Large-Cap Growth
21% International Stock Fund
Emerging Markets
6% Emerging Markets Equity
REITs
6% Global REIT
40% Fixed Income
Short-Term Bond
20% Short-Term Fixed Income
Intermediate Bond
20% Investment Grade Bonds
80/20
80% Equity
U.S. Large-Cap Blend
18% S & P 500 Equity Index
U.S. Mid-Cap Growth
18% Small to Mid Cap Stock
International Large-Cap Growth
28% International Stock Fund
Emerging Markets
8% Emerging Markets Equity
REITs
8% Global REIT
20% Fixed Income
Short-Term Bond
10% Short-Term Fixed Income
Intermediate Bond
10% Investment Grade Bonds
The following asset classes are missing from this portfolio:
U.S. Large-Cap Value
U.S. Small-Cap Value
Int'l Large-Cap Value
Int'l Small-Cap Growth
Int'l Small-Cap Value
Emerging Markets
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: