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IndexFunds.com Staff
Editors' Model Portfolios - Slice & Dice
IndexFunds.com Staff
Wednesday, October 16, 2002
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%
|