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San Francisco Deferred Compensation

San Francisco Deferred Compensation (Updated 6.21.18)

40/60

40% Equity

U.S. Large-Cap Blend
4% S&P 500 Index Fund
U.S. Small-Cap Blend
14% Small-Mid Cap Equity Index Fund
International Large-Cap Growth
20% International Equity Index Fund
REIT
2% Real Estate Fund

60% Fixed Income

Intermediate Bond
45% Bond Index Fund
Short-Term Bond
15% Stable Value Fund

 

60/40

60% Equity

U.S. Large-Cap Blend
6% S&P 500 Index Fund
U.S. Small-Cap Blend
21% Small-Mid Cap Equity Index Fund
International Large-Cap Growth
30% International Equity Index Fund
REIT
3% Real Estate Fund

40% Fixed Income

Intermediate Bond
30% Bond Index Fund
Short-Term Bond
10% Stable Value Fund

80/20

80% Equity

U.S. Large-Cap Blend
8% S&P 500 Index Fund
U.S. Small-Cap Blend
28% Small-Mid Cap Equity Index Fund
International Large-Cap Growth
40% International Equity Index Fund
REIT
4% Real Estate Fund

20% Fixed Income

Intermediate Bond
15% Bond Index Fund
Short-Term Bond
5% Stable Value Fund

The following asset classes are missing from this portfolio:
International REITs
International Small-Cap Value
Inflation Protected Securities

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