Asset Allocation Model – Unconventional Success

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.

AssetAllocation
Domestic Equity 30%30
Foreign Developed Equity 15%15
Emerging Markets 5%5
Real Estate 20%20
U.S. Treasury Bonds 15%15
Inflation-Protected Securities 15%15
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