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UPS

UPS

40/60

40% Equity

U.S. Large-Cap Blend
9% S & P 500 Index
U.S. Small-Cap Blend
9% Russell 2000 Index
International Large-Cap Blend
18% International Index Fund
REIT
4% U.S. Reit Index

60% Fixed Income

Intermediate Bond
45% Bond Market Index
Short-Term Bond
15% Stable Value Fund


 

60/40

60% Equity

U.S. Large-Cap Blend
13% S & P 500 Index
U.S. Small-Cap Blend
14% Russell 2000 Index
International Large-Cap Blend
27% International Index Fund
REIT
6% U.S. Reit Index

40% Fixed Income

Intermediate Bond
30% Bond Market Index
Short-Term Bond
10% Stable Value Fund

80/20

80% Equity

U.S. Large-Cap Blend
18% S & P 500 Index
U.S. Small-Cap Blend
18% Russell 2000 Index
International Large-Cap Blend
36% International Index Fund
REIT
8% U.S. Reit Index

20% Fixed Income

Intermediate Bond
15% Bond Market Index
Short-Term Bond
5% Stable Value Fund

The following asset classes are missing from this portfolio:

U.S. Large-Cap Value
U.S. Small-Cap Value

International Large-Cap Value
International Small-Cap Value
International Small-Cap Growth
Emerging Markets
International 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