Our intermediate term model portfolio was last adjusted in December 2009. We are increasing the stock allocation and reducing both the bond allocation and the cash allocation. For investors who are only invested in these three asset classes (stocks, bonds, and cash) the new allocation is 70% stocks, 25% bonds, and 5% cash. For investors who are using other asset classes (i.e. commodities, alternatives) the new allocations are shown in the table below.
Intermediate Term Model
| Stocks |
58% |
| Bonds |
14% |
| Cash |
5% |
| Commodities |
8% |
| Alternatives |
15% |
The asset classes shown above are further allocated among several sub-categories, such as U.S., Europe, Asia, Large Cap, Small Cap, Growth, Value, etc. For more details, become a
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