apple

Editors' Model Portfolios - Slice & Dice

apple

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%