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.
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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
