Skip to main content
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
Thanks for posting, Deej. Interesting stuff. I might have to check out his book (despite the fact that Greenspan rec'd it!).

Coincidentally, I've been working on an asset allocation strategy for my 401(k) recently (probably goes without saying that it's a fund portfolio). As of today (could change tomorrow!), I've come up with the following broad allocation:

52% US Stocks		
26% Large cap
26% Small and Mid-cap

30% International Stocks
15% Developed Markets
10% Large cap
5% Small cap
15% Emerging and Frontier Markets
12% Emerging Mkts
3% Frontier Mkts

18% Real Estate and Commodities
10% REITS and real estate operating companies (REOCs)
8% Broad-based commodities (via an ETF (DBC) and an ETN (DJP))

My working assumption is that the portfolios of US domestic stock funds include roughly 20-25% foreign stocks. If this assumption is true, that means roughly 40% of my allocation is US and 40% is international.

FWIW, I thought a 15% allocation to emerging markets was aggressive. I don't know many folks who would ratchet up their EM exposure to 33%.

Huk
Print the post  

Announcements

When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.