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The Intelligent Asset Allocator - Book

A Sample Asset Allocation and Portfolio Model From The Intelligent Asset Allocator

The following model is from a book called "The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk". The author William Bernstein is both a neurologist and a founder of his own money management firm.
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All About Asset Allocation - Book

A Sample Asset Allocation and Portfolio Model From "All About Asset Allocation" Book

All About Asset Allocation is written by Richard Ferri, CFA, who is also the president of his own investment advisory service. Here is an sample allocation based on a 70% stock/30% bond asset allocation model.
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Unconventional Success - Book

A Sample Asset Allocation and Portfolio Model From "Unconventional Success" Book

Arthor of Unconventional Success: A Fundamental Approach to Personal Investment is David Swensen, CIO of Yale University and also the author of Pioneering Portfolio Management. Here is an sample allocation based on a 70% stock/30% bond asset allocation model.
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A Random Walk Down Wall Street - Book

A Sample Asset Allocation and Portfolio Model From "A Random Walk Down Wall Street" Book

A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing was first written in 1973 by Burton Malkiel. This book is considered as an investing classic, pioneering the controversial idea that stock prices are random and thus diversification is crucial for success. Here is an sample allocation based on a 75% stock/25% bond asset allocation model.
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