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Pearson

Pearson

40/60

40% Equity

U.S. Large-Cap Blend
10% BlackRock Total U.S. Equity Index
U.S. Small-Cap Growth
5%  TimeSquare Small-Cap Growth
U.S. Small-Cap Value
5%  Artisan Small-Cap Value
International Large-Cap Growth
20%  MFS INstitutional Int'l Equity

60% Fixed Income

Intermediate Bond
42% PIMCO Total Return
Short-Term Bond
18%  JP Morgan Stable Value

60/40

60% Equity

U.S. Large-Cap Blend
15% BlackRock Total U.S. Equity Index
U.S. Small-Cap Growth
7%  TimeSquare Small-Cap Growth
U.S. Small-Cap Value
8%  Artisan Small-Cap Value
International Large-Cap Growth
30%  MFS INstitutional Int'l Equity

40% Fixed Income

Intermediate Bond
28% PIMCO Total Return
Short-Term Bond
12%  JP Morgan Stable Value

80/20

80% Equity

U.S. Large-Cap Blend
20% BlackRock Total U.S. Equity Index
U.S. Small-Cap Growth
10%  TimeSquare Small-Cap Growth
U.S. Small-Cap Value
10%  Artisan Small-Cap Value
International Large-Cap Growth
40%  MFS INstitutional Int'l Equity

20% Fixed Income

Intermediate Bond
14% PIMCO Total Return
Short-Term Bond
6%  JP Morgan Stable Value

The following asset classes are missing from this portfolio:

Int'l Large-Cap Value
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: