Once you have an asset allocation method and return and risk assumptions by asset class, the next step is to select a target portfolio.
This module contains the Money For the Rest of Us Plus asset allocation modeling spreadsheet to allow you to select a target asset allocation. There are also example ETFs and funds for implementing a portfolio as well as model portfolios.
This module contains:
What Should You Do Next?
Once you have selected a target asset allocation including specific holdings, the next step is to implement the portfolio by investing in specific funds and ETFs.
Go to Step 6: Implement Your Portfolio to learn more about transitioning a portfolio to a new asset allocation.