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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? Find a financial advisor from Fund Mojo Advisor Network

  


  

Fund Mojo Mutual Fund Recommendation for the Intelligent Asset Allocator Model

Top Mutual Funds for the Intelligent Asset Allocator Model

Large Blend funds

  

Small Blend funds

  

Specialty-Real Estate funds

  

Foreign Large Blend funds

  

Foreign Small/Mid Value funds

  

Diversified Emerging Mkts funds

  

Specialty-Precious Metals funds

  

Short-Term Bond funds