Asset Allocation Model – 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.

S&P 500 10%10
Small Cap 10%10
REIT 10%10
International Large 10%10
International Small 10%10
Emerging Markets 10%10
Precious Metals 10%10
U.S. Short Term Bonds 30%30

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