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Nordstrom

Nordstrom

40/60

40% Equity

U.S. Large-Cap Blend
5% Vanguard Institutional Index
U.S. Large-Cap Value
5%  Dodge & Cox Stock Fund
U.S. Mid-Cap Growth
10% WBC Small-Mid Cap Growth

International Large-Cap Blend
20% Euro Pacific Growth Fund

60% Fixed Income

Intermediate Bond
35% Dodge & Cox Income
Short-Term Bond
25% Putnam Stable Value

60/40

60% Equity

U.S. Large-Cap Blend
7% Vanguard Institutional Index
U.S. Large-Cap Value
8%  Dodge & Cox Stock Fund
U.S. Mid-Cap Growth
15% WBC Small-Mid Cap Growth

International Large-Cap Blend
30% Euro Pacific Growth Fund

40% Fixed Income

Intermediate Bond
25% Dodge & Cox Income
Short-Term Bond
15% Putnam Stable Value

80/20

80% Equity

U.S. Large-Cap Blend
10% Vanguard Institutional Index
U.S. Large-Cap Value
10%  Dodge & Cox Stock Fund
U.S. Mid-Cap Growth
20% WBC Small-Mid Cap Growth

International Large-Cap Blend
40% Euro Pacific Growth Fund

20% Fixed Income

Intermediate Bond
15% Dodge & Cox Income
Short-Term Bond
5% Putnam Stable Value

The following asset classes are missing from this portfolio:

U.S. Small-Cap Value
Int'l Large-Cap Value
Int'l Small-Cap Growth

Int'l Small-Cap Value
U.S. REITs
Int'l REITs
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