abhishreshthaa
New member
ASSET ALLOCATION STRATEGIES
Basic managed fund
Diversified equity fund 50%
Govt,. Securities fund 25%
High grade corporate bond fund 25%
Basic indexed portfolio
Stock market index funds 50%
Bond market index fund 50%
Simple managed portfolio
Balanced fund 85%
Medium term bond fund 15%
Complex managed portfolio
Diversified equity fund 20%
Aggressive growth fund 20%
Specialty funds 10%
Long term bond fund 30%
Short term bond fund 20%
Ready made portfolio
Single index fund
Equity 60%
Debt 40%
BOGLE’S ASSET ALLOCATION STRATEGIES
Young unmarried professional
Aggressive equity funds 50%
High yield bond,growth and income 25%
Conservative money market funds 25%
Young couple,double income 2 children
Money market fund 10%
Aggressive equity fund 30%
High yield bond & long term growth 25%
Municipal bond fund 35%
Basic managed fund
Diversified equity fund 50%
Govt,. Securities fund 25%
High grade corporate bond fund 25%
Basic indexed portfolio
Stock market index funds 50%
Bond market index fund 50%
Simple managed portfolio
Balanced fund 85%
Medium term bond fund 15%
Complex managed portfolio
Diversified equity fund 20%
Aggressive growth fund 20%
Specialty funds 10%
Long term bond fund 30%
Short term bond fund 20%
Ready made portfolio
Single index fund
Equity 60%
Debt 40%
BOGLE’S ASSET ALLOCATION STRATEGIES
- Combines investors age , risk profile and prefrences in asset allocation
- Older investors in distribution phase
- 50% equity , 50% debt
- Younger investors in distribution phase
- 60% equity , 40% debt
- Older investors in accumulation phase
- 70% equity , 30% debt
- Younger investors in accumulation phase
- 80% equity , 20% debt
Young unmarried professional
Aggressive equity funds 50%
High yield bond,growth and income 25%
Conservative money market funds 25%
Young couple,double income 2 children
Money market fund 10%
Aggressive equity fund 30%
High yield bond & long term growth 25%
Municipal bond fund 35%