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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

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Fund Mojo "Top Fund Master" List for this 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

[See our full list!]

Pacific/Asia ex-Japan Stk funds

Europe Stock funds

Foreign Small/Mid Value funds

[See our full list!]

Diversified Emerging Mkts funds

Intermediate Government funds

High Yield Bond funds

Inflation-Protected Bond funds

Emerging Markets Bond funds

Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.