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Asset Allocation Model from Unconventional Success

A Sample Asset Allocation and Portfolio Model From "Unconventional Success" Book

Unconventional Success: A Fundamental Approach to Personal Investment is David Swensen, CIO of Yale University and the author of Pioneering Portfolio Management. Here is an sample allocation based on a 70% stock/30% bond asset allocation model.

  

Stock (70%)Bond (30%)
30% Domestic Equity
15% Foreign Developed Equity
5% Emerging Markets
20% Real Estate
15% U.S. Treasury Bonds
15% Inflation-Protected Securities

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 Unconventional Success Assset Allocation Model

Top Mutual Funds for the Unconventional Success Assset Allocation Model

Large Blend funds

  

Mid-Cap Blend funds

  

Small Blend funds

  

World Stock funds

  

Foreign Large Blend funds

  

Diversified Emerging Mkts funds

  

Specialty-Real Estate funds

  

Intermediate Government funds

  

Inflation-Protected Bond funds