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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:

401411-allocation chart.png