News and Turtle2

Editors' Model Portfolios - Basic Global Stock/Bond Split

News and Turtle2

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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