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Multicare

Multicare

40/60

40% Equity

U.S. Large-Cap Blend
9% Vanguard Institutional Index
U.S. Small-Cap Growth
9% Vanguard Small Cap Index
International Large-Cap Growth
14% Fidelity Spartan International Index
Emerging Markets
4% DFA Emerging Market
REIT
4% Vanguard REIT Index

60% Fixed Income

Intermediate Bond
45% Vanguard Total Bond Market
TIPS
15% Vanguard Inflation Protected


 

60/40

60% Equity

U.S. Large-Cap Blend
13% Vanguard Institutional Index
U.S. Small-Cap Growth
14% Vanguard Small Cap Index
International Large-Cap Growth
21% Fidelity Spartan International Index
Emerging Markets
6% DFA Emerging Market
REIT
6% Vanguard REIT Index

40% Fixed Income

Intermediate Bond
30% Vanguard Total Bond Market
TIPS
10% Vanguard Inflation Protected

80/20

80% Equity

U.S. Large-Cap Blend
18% Vanguard Institutional Index
U.S. Small-Cap Growth
18% Vanguard Small Cap Index
International Large-Cap Growth
28% Fidelity Spartan International Index
Emerging Markets
8% DFA Emerging Market
REIT
8% Vanguard REIT Index

20% Fixed Income

Intermediate Bond
15% Vanguard Total Bond Market
TIPS
5% Vanguard Inflation Protected

The following asset classes are missing from this portfolio:

U.S. Large-Cap Value
U.S. Small-Cap Value

International Large-Cap Value
International Small-Cap Growth
International Small-Cap Value

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:

401411-allocation chart.png