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Asset Allocation Model from A Random Walk Down Wall Street
A Sample Asset Allocation and Portfolio Model From "Unconventional Success" 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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| Stock (75%) | Bond (25%) |
43% Total US Stock Market 22% Total International Stock Market 10% REIT |
20% Treasuries/TIPS/High-Quality Corporate Bonds 5% Cash or Money Market Fund |
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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 fundsMid-Cap Blend funds
Small Blend funds
- Gabelli Small Cap Growth AAA
- Hancock Horizon Burkenroad D
- JPMorgan Small Cap Equity A
- [See our full list!]
World Stock funds
- AMIDEX35 Israel A
- American Funds Capital World G/I 529E
- BlackRock Global SmallCap A
- [See our full list!]
Foreign Large Blend funds
- American Funds EuroPacific Gr 529C
- BlackRock International Opp A
- Manning & Napier World Opportunities A
- [See our full list!]
Diversified Emerging Mkts funds
- Delaware Emerging Markets B
- Evergreen Emerging Markets Growth B
- Schroder Emerging Market Equity Adv
- [See our full list!]
Specialty-Real Estate funds
Intermediate Government funds
Inflation-Protected Bond funds
Ultrashort Bond funds
- Allegiant Ultra Short Bond I
- Fifth Third Short Term Bond Instl
- RidgeWorth US Gov Sec Ultra-Short Bd I
- [See our full list!]



