Technologent
Technologent
40/60
40% Equity
U.S. Large-Cap Blend
5% Vanguard S&P 500 Index
U.S. Small-Mid Cap Value
15% Vanguard Mid Cap Value
International Equity Blend
15% DFA International Value
Emerging Markets
5% DFA Emerging Markets Core Equity 1
60% Fixed Income
Inflation Protected Securities
12% PIMCO Real Return
Short-Term Bonds
18% PIMCO Short Term
Intermediate Bonds
30% Western Asset Core Bond Fund
60/40
60% Equity
U.S. Large-Cap Blend
7.5% Vanguard S&P 500 Index
U.S. Small-Mid Cap Value
22.5% Vanguard Mid Cap Value
International Equity Value
22.5% DFA International Value
Emerging Markets
7.5% DFA Emerging Markets Core Equity 1
40% Fixed Income
Inflation Protected Securities
8% PIMCO Real Return
Short-Term Bonds
12% PIMCO Short Term
Intermediate Bonds
20% Western Asset Core Bond Bond
80/20
80% Equity
U.S. Large-Cap Blend
10% Vanguard S&P 500 Index
U.S. Small-Mid Cap Value
30% Vanguard Mid Cap Value
International Equity Blend
30% DFA International Value
Emerging Markets
10% DFA Emerging Markets Core Equity 1
20% Fixed Income
Inflation Protected Securities
4% PIMCO Real Return
Short-Term Bonds
6% PIMCO Short Term
Intermediate Bonds
10% Western Asset Core Bond Fund
The following asset classes are missing from this portfolio:
U.S. REITS
Int'l REITS
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: