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Northwest Kidney Centers

Northwest kidney Centers (Updated 5.30.18)

40/60

40% Equity

U.S. Large-Cap Blend
5%  Vanguard 500 Index Admiral
U.S. Small-Cap Growth
15%  Vanguard Extended Market Index
International Large-Cap Growth
20%  American Funds EuroPacific Growth R6

60% Fixed Income

Intermediate-Term Bond
45% Metropolitan West Total Return Bond Plan
Short-Term Bond
15% Guaranteed Income Fund

 

60/40

60% Equity

U.S. Large-Cap Blend
7.5%  Vanguard 500 Index Admiral
U.S. Small-Cap Growth
22.5%  Vanguard Extended Market Index
International Large-Cap Growth
30%  American Funds EuroPacific Growth R6

40% Fixed Income

Intermediate-Term Bond
30% Metropolitan West Total Return Bond Plan
Short-Term Bond
10% Guaranteed Income Fund

80/20

80% Equity

U.S. Large-Cap Blend
10%  Vanguard 500 Index Admiral
U.S. Small-Cap Growth
30%  Vanguard Extended Market Index
International Large-Cap Growth
40%  American Funds EuroPacific Growth R6

20% Fixed Income

Intermediate-Term Bond
15% Metropolitan West Total Return Bond Plan
Short-Term Bond
5% Guaranteed Income Fund

The following asset classes are missing from this portfolio:
Int'l Small-Cap Value
U.S. REITS
Int'l REITS
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