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Proliance Surgeons

Proliance surgeons

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
7% American Funds EuroPac Growth
International Small-Cap Growth
7% American Funds Small Cap W
Emerging Markets
4% Oppenheimer Dev M
REIT
4% Vanguard REIT

60% Fixed Income

Intermediate Bond
45% MFS Government Securities Fund
Short-Term Bond
15% Met Life Stable Value


 

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
10% American Funds EuroPac Growth
International Small-Cap Growth
11% American Funds Small Cap W
Emerging Markets
6% Oppenheimer Dev M
REIT
6% Vanguard REIT

40% Fixed Income

Intermediate Bond
30% MFS Government Securities Fund
Short-Term Bond
10% Met Life Stable Value

80/20

80% Equity

U.S. Large-Cap Blend
18% Vanguard Institutional Index
U.S. Small-Cap Growth
19% Vanguard Small-Cap Index
International Large-Cap Growth
14% American Funds EuroPac Growth
International Small-Cap Growth
14% American Funds Small Cap W
Emerging Markets
8% Oppenheimer Dev M
REIT
8% Vanguard REIT

20% Fixed Income

Intermediate Bond
15% MFS Government Securities Fund
Short-Term Bond
5% Met Life Stable Value

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 Value

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