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 model portfolio examples to allow you to compare the return and risk of different portfolio mixes.
This module contains:
Example Index Mutual Funds and ETFs
Strategic and Adaptive Model Portfolios
Model Portfolio Alternatives For Vanguard, Fidelity, Schwab, UCITS, TSP and others
Model Portfolio Holding Explanations
Adaptive Model Portfolio Changes
Model Portfolios Performance and Risk
Role-based Permanent Portfolios
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 6: Implement Your Portfolio to learn more about transitioning a portfolio to a new asset allocation.
