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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:

401411-allocation chart.png