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IndexFunds.com Staff
Editors' Model Portfolios - Basic Domestic Stock/Bond Split
IndexFunds.com Staff
Wednesday, October 16, 2002
It doesn't get much simpler than this. We imagine John Bogle would like the elegant simplicity of this two-fund portfolio - one total market stock and one total market bond.
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
|
Bond index allocation
|
|
<25
|
80%
|
20%
|
|
25-35
|
70%
|
30%
|
|
35-45
|
60%
|
40%
|
|
45-55
|
50%
|
50%
|
|
55-65
|
40%
|
60%
|
|
65-75
|
30%
|
70%
|
|
75+
|
20%
|
80%
|
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