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Model 3 Short Term
1/8/2010 2:31:57 PM

From The Zen Investor online edition


Our short term model was changed in December 2009.  We increased our exposure to stocks, decreased bonds, and adjusted the mix of alternatives and commodities.  For those investors who only use three asset classes, we are now at 40% stocks, 50% bonds, and 10% cash.




Short Term Model
Stocks 35%
Bonds 45%
Cash 5%
Commodities 5%
Alternatives 10%


The asset classes above are further broken down into sub-categories such as U.S., International, Large or Small Cap, Long Term or Short Term Bonds, Specific Commodities, etc.  For a detailed discussion about how to achieve the asset allocation shown in the table, become a ZenInvestor Premium member.

 

 

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