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Seattle City Lights 401k

Seattle City Lights

40/60

40% Equity

U.S. Large-Cap Blend
10% U.S. Vanguard Institutional Index
U.S. Small-Cap Blend
10%  Vanguard S&P SmallCap
International Large-Cap Growth
20%  Vanguard Total International Stock

60% Fixed Income

Intermediate-Term Bond
45% vanguard Total Bond Index
Short-Term Bond
15% Prudential Stable Value


 

60/40

60% Equity

U.S. Large-Cap Blend
15% U.S. Vanguard Institutional Index
U.S. Small-Cap Blend
15%  Vanguard S&P SmallCap
International Large-Cap Growth
30%  Vanguard Total International Stock

40% Fixed Income

Intermediate-Term Bond
30% vanguard Total Bond Index
Short-Term Bond
10% Prudential Stable Value

80/20

80% Equity

U.S. Large-Cap Blend
20% U.S. Vanguard Institutional Index
U.S. Small-Cap Blend
20%  Vanguard S&P SmallCap
International Large-Cap Growth
40%  Vanguard Total International Stock

20% Fixed Income

Intermediate-Term Bond
15% vanguard Total Bond Index
Short-Term Bond
5% Prudential Stable Value

The following asset classes are missing from this portfolio:
U.S. Large-Cap Value
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