Some use the subtract your current age from 120 model to determine how much of your portfolio should be invested in stocks. It s a good rule of thumb but it s not an exact science.
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Balanced investment portfolio example. Index fund buy an international index fund buy a bond fund. Jean and raymond 61 and 63 financially quite comfortable married in. 6 expert investment portfolios you can implement today.
Using the above example 87 of your portfolio would be invested in stocks. But you can apply this to mutual funds as well. Perhaps you will see some similarities between their situations and yours.
It goes something like this. A very popular strategy is a 3 fund portfolio. For example if you re 33 subtract 33 from 120.
He stresses that this may not be the right portfolio for you but many take it as a starting point for a well balanced portfolio. The following example investment portfolios are all based on real live clients who with bond portfolios. For example a balanced portfolio might consist of 25 dividend paying blue chip stocks 25 small capitalization stocks 25 aaa rated government bonds and 25 investment grade corporate bonds.
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