William Bernstein: Sheltered Sam portfolio (60/40)

Popup Summary statistics for first 9 funds for this portfolio and popup last 3 funds at Quicken.com.

Asset Category Representitive Fund Symbol Target Allocation
Equities    scaled equities% is 60%
LargeVanguard 500 Index VFINX20.0%*60%=12.0%
Large ValueVanguard Value Index VIVIX25.0%*60%=15.0%
SmallVanguard Small Index NAESX5.0%*60%=3.0%
Small ValueVanguard Small Value Index VISVX15.0%*60%=9.0%
LargeVanguard REIT (Var-Annuity) VGSIX10.0%*60%=6.0%
Small ValueVanguard Precious Metals VGPIX3.0%*60%=1.8%
Small ValueVanguard European Stock Index VESIX5.0%*60%=3.0%
Small ValueVanguard Pacific Stock Index VPACX5.0%*60%=3.0%
Emerging MarketsVanguard Emerg Mkt Stk Idx VEIEX5.0%*60%=3.0%
Small ValueVanguard International Value VTRIX7.0%*60%=4.2%
Bonds    scaled fixed-income% is 40%
Bond Fund - Short TermVanguard Short-Term Federal VSGBX60.0%*40%=24.0%
Bond Fund - TIPSVanguard Inflation Protected Bonds VIPSX40.0%*40%=16.0%


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