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Service Corporation International

Service Corporation International

40/60

40% Equity

U.S. Large-Cap Blend
10% Vanguard Institutional Index
U.S. Small-Cap Growth
5%  Hartford Small-Cap Growth Fund
U.S. Small-Cap Value
5% J.P. Morgan Small Cap Value Fund
International Large-Cap Blend
20% DFA Large-Cap International

60% Fixed Income

Intermediate Bond
60% Vanguard Total Bond

60/40

60% Equity

U.S. Large-Cap Blend
15% Vanguard Institutional Index
U.S. Small-Cap Growth
7%  Hartford Small-Cap Growth Fund
U.S. Small-Cap Value
8% J.P. Morgan Small Cap Value Fund
International Large-Cap Blend
30% DFA Large-Cap International

40% Fixed Income

Intermediate Bond
40% Vanguard Total Bond

80/20

80% Equity

U.S. Large-Cap Blend
20% Vanguard Institutional Index
U.S. Small-Cap Growth
10%  Hartford Small-Cap Growth Fund
U.S. Small-Cap Value
10% J.P. Morgan Small Cap Value Fund
International Large-Cap Blend
40% DFA Large-Cap International

20% Fixed Income

Intermediate Bond
20% Vanguard Total Bond

The following asset classes are missing from this portfolio:

U.S. Large-Cap Value
Int'l Large-Cap Value
Int'l Small-Cap Growth

Int'l Small-Cap Value
Emerging Markets
U.S. REITs
Int'l REITs
Short Term Bonds

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