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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

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

Top Mutual Funds for the suggested asset 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

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Intermediate Government funds

Inflation-Protected 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.