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Asset Allocation Model from All About Asset Allocation

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.

  

Stock (70%)Bond (30%)
25% Total US
10% US Small Value
5% US Micro Cap
10% REIT
5% Pacific Market
5% European Market
5% International Small Cap
5% Emerging Markets
10% Intermediate-Term Bonds
10% High Yield Bonds
5% US Inflation-Protected Securities, or TIPs
5% Emerging Market Bonds

  

Want a better asset allocation model for your portfolio? Find a financial advisor from Fund Mojo Advisor Network

  


  

Fund Mojo Mutual Fund Recommendation for All About Asset Allocation Model

Top Mutual Funds for the suggested asset allocation model

Large Blend funds

  

Mid-Cap Blend funds

  

Small Value funds

  

Specialty-Real Estate funds

  

Pacific/Asia ex-Japan Stk funds

  

Europe Stock funds

  

Foreign Small/Mid Value funds

  

Diversified Emerging Mkts funds

  

Intermediate Government funds

  

High Yield Bond funds

  

Inflation-Protected Bond funds

  

Emerging Markets Bond funds