Shuttle Express
Shuttle Express
40/60
40% Equity
U.S. Large-Cap Growth
10% Vanguard Total Stock Market
U.S. Small-Cap Growth
10% SSgA Russell Small Cap Index
International Large-Cap Growth
16% SSgA International Index
Emerging Markets
4% DFA Emerging Markets
60% Fixed Income
Intermediate-Term Bond
45% SSgA US Bond Index
Short-Term Bond
15% Transamerica Stable Value
60/40
60% Equity
U.S. Large-Cap Growth
15% Vanguard Total Stock Market
U.S. Small-Cap Growth
15% SSgA Russell Small Cap Index
International Large-Cap Growth
24% SSgA International Index
Emerging Markets
6% DFA Emerging Markets
40% Fixed Income
Intermediate-Term Bond
30% SSgA US Bond Index
Short-Term Bond
10% Transamerica Stable Value
80/20
80% Equity
U.S. Large-Cap Growth
20% Vanguard Total Stock Market
U.S. Small-Cap Growth
20% SSgA Russell Small Cap Index
International Large-Cap Growth
32% SSgA International Index
Emerging Markets
8% DFA Emerging Markets
20% Fixed Income
Intermediate-Term Bond
15% SSgA US Bond Index
Short-Term Bond
5% Transamerica 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
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: