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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.|
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| 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 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



