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Sound Mental Health

Sound Mental Health

40/60

40% Equity

U.S. Large-Cap Growth
4% Fidelity Contrafund
U.S. Large-Cap Value
5%  Vanguard Selected Value
U.S. Small-Cap Value
9%  Goldman Sachs Small-Cap Value
International Large-Cap Blend
18%  Harbor International
U.S. REIT
4%  Cohen & Steers Realty

60% Fixed Income

Intermediate-Term Bond
36%  Met West Total Return
Short-Term Bond
24%  Morley Stable Value

60/40

60% Equity

U.S. Large-Cap Growth
6% Fidelity Contrafund
U.S. Large-Cap Value
7%  Vanguard Selected Value
U.S. Small-Cap Value
14%  Goldman Sachs Small-Cap Value
International Large-Cap Blend
27%  Harbor International
U.S. REIT
6%  Cohen & Steers Realty

60% Fixed Income

Intermediate-Term Bond
24%  Met West Total Return
Short-Term Bond
16%  Morley Stable Value

80/20

80% Equity

U.S. Large-Cap Growth
9% Fidelity Contrafund
U.S. Large-Cap Value
9%  Vanguard Selected Value
U.S. Small-Cap Value
18%  Goldman Sachs Small-Cap Value
International Large-Cap Blend
36%  Harbor International
U.S. REIT
8%  Cohen & Steers Realty

60% Fixed Income

Intermediate-Term Bond
12%  Met West Total Return
Short-Term Bond
8%  Morley Stable Value

The following asset classes are missing from this portfolio:

U.S. Small-Cap Growth
Emerging Markets
International REITS
TIPS (inflation protection)

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: