Fund Mojo provides investors and financial advisors with deep financial intelligence through systematic data collection, correlation and analysis, as well as a community and gateway to connect investors with peers and financial experts to help each other with investments and financial planning needs.

Asset Allocation Model from The Intelligent Asset Allocator

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

The following model is from an asset allocation 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.

Stock (70%)	Bond (30%)
10% S&P 500 10% Small Cap 10% REIT 10% International Large 10% International Small 10% Emerging Markets 10% Precious Metals	30% U.S. Short Term Bonds

Want a better asset allocation model for your portfolio? Get Free Advice from Fund Mojo Advisor Network

Fund Mojo "Top Fund Master" List for this Asset Allocation Model

Top Mutual Funds for the suggested asset allocation model

Large Blend funds

Small Blend funds

Specialty-Real Estate funds

[See our full list!]

Foreign Large Blend funds

Foreign Small/Mid Value funds

[See our full list!]

Diversified Emerging Mkts funds

Specialty-Precious Metals funds

[See our full list!]

Short-Term 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.