Global Portfolio
Category: Finance, Investing, Portfolio
| Assets | Asset Allocation | Portfolio | Name | Weights | Allocation |
|---|---|---|---|---|---|
| US Stock | 10% | VBR | US Smallcap | 10% | 1.00% |
| VTV | US Value | 25% | 2.50% | ||
| PZI | Microcap | 10% | 1.00% | ||
| RSP | S&P 500 Equal Weight | 10% | 1.00% | ||
| VTI | Total Market | 20% | 2.00% | ||
| QQQQ | NASDAQ | 25% | 2.50% | ||
| Foreign Stock | 20% | DLS | International Small Cap Dividend | 10% | 2.00% |
| DGS | Emerging Markets Smallcap Dividend | 10% | 2.00% | ||
| EFA | Europe Australia Far East | 10% | 2.00% | ||
| EFV | Europe Australia Far East Value | 10% | 2.00% | ||
| VWO | Emerging Markets | 10% | 2.00% | ||
| ILF | Latin America | 5% | 1.00% | ||
| RSX | Russia | 10% | 2.00% | ||
| EWT | Taiwan | 5% | 1.00% | ||
| EWY | South Korea | 5% | 1.00% | ||
| EWZ | Brazil | 10% | 2.00% | ||
| FXI | China | 5% | 1.00% | ||
| EWM | Malaysia | 5% | 1.00% | ||
| TTF | Thailand | 5% | 1.00% | ||
| Bonds | 40% | TIP | Treasury Inflation Protected Securities | 10% | 4.00% |
| AGG | US Bond | 20% | 8.00% | ||
| LQD | Investment Grade Bonds | 10% | 4.00% | ||
| BWX | Lehman International Treasury Bond | 25% | 10.00% | ||
| WIP | International TIPs | 25% | 10.00% | ||
| PCY | Emerging Markets Sovereign Debt | 10% | 4.00% | ||
| REIT & Infrastructure | 15% | WPS | S&P World ex-US Real Estate | 30% | 4.50% |
| TAO | Chinese Real Estate | 10% | 1.50% | ||
| MGU | Global Infrastructure | 30% | 4.50% | ||
| GII | OECD Infrastructure | 30% | 4.50% | ||
| VNQ | US Diversified REIT | 0% | 0.00% | ||
| Commodities | 10% | GLD | Gold | 10% | 1.00% |
| PHO | US Water | 10% | 1.00% | ||
| CGW | International Water | 10% | 1.00% | ||
| CUT | Timber | 5.00% | 0.50% | ||
| SLX | Steel | 5.00% | 0.50% | ||
| DBE | Energy | 10% | 1.00% | ||
| DBA | Agriculture | 10% | 1.00% | ||
| MOO | Agribusiness | 10% | 1.00% | ||
| GSP | Commodity | 15% | 1.50% | ||
| DJP | Commodity | 15% | 1.50% | ||
| Specialty | 5% | DBV | Currency | 50% | 2.50% |
| PSP | Private Equity US | 25% | 1.25% | ||
| PBW | Clean Energy | 25% | 1.25% | ||
| Total | 100% | 100% |