Editors' Model Portfolios - Basic Global Stock/Bond
Split
By IndexFunds Staff
This portfolio is similar to the basic domestic stock/bond split,
but this time we add a broad international index fund for further
diversification.
For our favorite index funds covering various asset classes,
click here. Remember
these are suggested portfolios and shouldn't be taken at face
value. We assume an intermediate risk profile.
|
Investor age
|
Wilshire 5000 or Russell 3000 allocation
|
MSCI EAFE allocation
|
Bond index allocation
|
|
Young
|
50%
|
30%
|
20%
|
|
Middle age
|
40%
|
20%
|
40%
|
|
Retired
|
30%
|
10%
|
60%
|
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