Washington PERS
State of Washington PERS
40/60
40% Equity
U.S. Large-Cap Blend
5% Vanguard Institutional Index
U.S. Small-Cap Value
15% Vanguard Small Cap
International Large-Cap
20% Vanguard Small Cap Value
60% Fixed Income
Intermediate Bond
45% Washington State Bond
Short-Term Bond
15% Money Market
60/40
60% Equity
U.S. Large-Cap Blend
7.5% Vanguard Institutional Index
U.S. Small-Cap Value
22.5% Vanguard Small Cap
International Large-Cap
30% Vanguard Small Cap Value
40% Fixed Income
Intermediate Bond
30% Washington State Bond
Short-Term Bond
10% Money Market
80/20
80% Equity
U.S. Large-Cap Blend
10% Vanguard Institutional Index
U.S. Small-Cap Value
30% Vanguard Small Cap
International Large-Cap
40% Vanguard Small Cap Value
20% Fixed Income
Intermediate Bond
15% Washington State Bond
Short-Term Bond
5% Money Market
The following asset classes are missing from this portfolio:
Emerging Markets
U.S. REITS
International REITS
International Small Value
TIPS (inflation-protected)
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: