Wednesday, March 19, 2008

Portfolio Allocation

Author: raj
Category: Finance, Portfolio

S.No Asset Class Asset Allocation Ticker Name Allocation
1 US Stock 10% SPY S&P 500 2.50%
2     VTI Vanguard Total Market 5.00%
3     QQQQ NASDAQ 2.50%
4 International Stock 20% DLS International Small Cap Dividend 3.00%
5     DGS Emerging Markets Smallcap Dividend 3.00%
6     EFA Europe Australia Far East 10.00%
7     VWO Emerging Markets 4.00%
8 Bonds 30% TIP Treasury Inflation Protected Securities 3.00%
9     AGG US Bond 3.00%
10     LQD Investment Grade Bonds 6.00%
11     BWX International Treasury Bond 6.00%
12     PCY Emerging Markets Sovereign Debt 6.00%
13     WIP Global TIPs 6.00%
14 Real Estate 20% WPS S&P World ex-US Real Estate 5.00%
15     MGU Global Infrastructure 5.00%
16     GII OECD Infrastructure 5.00%
17     VNQ US Diversified REIT 5.00%
18 Commodities 10% GLD Gold 1.00%
19     PHO US Water 0.50%
20     CGW International Water 0.50%
21     CUT Timber 0.50%
22     DBE Energy 2.00%
23     DBA Agriculture 2.50%
24     GSP Commodity 1.50%
25     DJP Commodity 1.50%
26 Specialty 10% DBV Carry Trade 5.00%
27     RYMFX Managed Futures 5.00%

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