APPENDIX E – THE WILLIAM BERNSTEIN PORTFOLIO

This excerpt is from the book Global Asset Allocation now available on Amazon as an eBook.   If you promise to write a review, go here and I’ll send you a free copy.

—-

William Bernstein is a retired doctor based in Oregon and is well-known for his writing on asset allocation with at least 10 books as well as a blog and investment advisory.

Below is his suggested allocation.  Not surprisingly, with an allocation of 75% in stocks, the portfolio returns are very similar to the broad stock market.

FIGURE 55 – William Bernstein Portfolio 

Source: The Intelligent Asset Allocator, 2000

FIGURE 56 – Asset Class Returns, 1973-2013

Source: Global Financial Data