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Microsoft

Microsoft

40/60

 

40% Equity

U.S. Large-Cap Growth
5% Vanguard Growth Index
U.S. Large-Cap Value
5% Vanguard Value Index
U.S. Mid/Small-Cap Growth
10%  DFA Small/Mid Cap Value
International Large-Cap Growth
10%  Russell Int'l Growth
International Large-Cap Value
10%  Russell Int'l Value

60% Fixed Income

Short-Term Bond
60%  Vanguard Short-Term Bond Index

60/40

 

60% Equity

U.S. Large-Cap Growth
7% Vanguard Growth Index
U.S. Large-Cap Value
8% Vanguard Value Index
U.S. Mid/Small-Cap Growth
15%  DFA Small/Mid Cap Value
International Large-Cap Growth
15%  Russell Int'l Growth
International Large-Cap Value
15%  Russell Int'l Value

40% Fixed Income

Short-Term Bond
40%  Vanguard Short-Term Bond Index

80/20

 

80% Equity

U.S. Large-Cap Growth
10% Vanguard Growth Index
U.S. Large-Cap Value
10% Vanguard Value Index
U.S. Mid/Small-Cap Growth
20%  DFA Small/Mid Cap Value
International Large-Cap Growth
20%  Russell Int'l Growth
International Large-Cap Value
20%  Russell Int'l Value

20% Fixed Income

Short-Term Bond
20%  Vanguard Short-Term Bond Index

The following asset classes are missing from this portfolio:

Int'l Small Cap Growth
Int'l Small Cap Value
Emerging Markets
U.S. REITS
International REITS
TIPS (inflation-protected)

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: