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Verizon

Verizon

40/60

40% Equity

U.S. Large-Cap Blend
9% U.S. Large Company Index
U.S. Small-Cap Blend
9% U.S. Small Company Fund
International Large-Cap Growth
14% International Company Index
Emerging Markets
4% Emerging Markets Fund
REIT
4%  Pyramis REIT Comm

60% Fixed Income

Intermediate Bond
45% Conservative Fixed I
Short-Term Bond
15% PIMCO Real Return B


 

60/40

60% Equity

U.S. Large-Cap Blend
13% U.S. Large Company Index
U.S. Small-Cap Blend
14% U.S. Small Company Fund
International Large-Cap Growth
21% International Company Index
Emerging Markets
6% Emerging Markets Fund
REIT
6%  Pyramis REIT Comm

40% Fixed Income

Intermediate Bond
30% Conservative Fixed I
Short-Term Bond
10% PIMCO Real Return B

80/20

80% Equity

U.S. Large-Cap Blend
18% U.S. Large Company Index
U.S. Small-Cap Blend
18% U.S. Small Company Fund
International Large-Cap Growth
28% International Company Index
Emerging Markets
8% Emerging Markets Fund
REIT
8%  Pyramis REIT Comm

20% Fixed Income

Intermediate Bond
15% Conservative Fixed I
Short-Term Bond
5% PIMCO Real Return B

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

 

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