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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:

401411-allocation chart.png