Editors' Model Portfolios - Slice & Dice
By IndexFunds Staff
This portfolio is a very simple interpretation of slice and dice,
with large caps coupled with small value. This portfolio deviates
from the total stock market approach by overweighting small value
stocks.
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
|
S&P 500
|
Small Value
|
Bond index
|
|
Young
|
60%
|
20%
|
20%
|
|
Middle age
|
45%
|
15%
|
40%
|
|
Retired
|
30%
|
10%
|
60%
|
To return to the Editors' Model Portfolios homepage, click here.