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IBM

IBM

40/60

 

36% Equity

U.S. Large-Cap Blend
8% DFA U.S. Core Equity 1
U.S. Small-Cap Blend
10%  DFA U.S. Vector Equity
International Large-Cap Growth
4%  DFA Large Cap Int'l
International Large-Cap Value
5% DFA Int'l Value
International Small-Cap Blend
5% DFA Int'l Vector
International Emerging Growth
2% DFA Emerging Markets
International Emerging Growth
2% DFA Int'l Value

4% Real Estate

4% DFA Global Real Estate

60% Fixed Income

Intermediate Bond
40% Vanguard Intermediate Treasury
Short-Term Bond
20%  Vanguard Short-Term Treasury
TIPS
20%  Vanguard Inflation Protected Securities

60/40

 

54% Equity

U.S. Large-Cap Blend
12% DFA U.S. Core Equity 1
U.S. Small-Cap Blend
16%  DFA U.S. Vector Equity
International Large-Cap Growth
7%  DFA Large Cap Int'l
International Large-Cap Value
8% DFA Int'l Value
International Small-Cap Blend
8% DFA Int'l Vector
International Emerging Growth
3% DFA Emerging Markets
International Emerging Growth
3% DFA Int'l Value

6% Real Estate

6% DFA Global Real Estate

40% Fixed Income

Intermediate Bond
20% Vanguard Intermediate Treasury
Short-Term Bond
10%  Vanguard Short-Term Treasury
TIPS
10%  Vanguard Inflation Protected Securities

80/20

 

72% Equity

U.S. Large-Cap Blend
16% DFA U.S. Core Equity 1
U.S. Small-Cap Blend
20%  DFA U.S. Vector Equity
International Large-Cap Growth
9%  DFA Large Cap Int'l
International Large-Cap Value
9% DFA Int'l Value
International Small-Cap Blend
10% DFA Int'l Vector
International Emerging Growth
4% DFA Emerging Markets
International Emerging Growth
4% DFA Int'l Value

8% Real Estate

8% DFA Global Real Estate

20% Fixed Income

Intermediate Bond
10% Vanguard Intermediate Treasury
Short-Term Bond
5%  Vanguard Short-Term Treasury
TIPS
5%  Vanguard Inflation Protected Securities

The following asset classes are missing from this portfolio:

NONE

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: