The Investment Scientist

Posts Tagged ‘60/40 portfolio

MZ Capital 60/40 Portfolio Model

This report shows the construct and performance of a 60/40 model portfolio.

Asset Classes and Fund Selection

There are six asset classes in this portfolio model. The asset allocation is implemented using DFA funds, as shown in the table 1. I explained why DFA funds are superior here.  Read the rest of this entry »


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Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm based in Washington, DC.

Twitter: @mzhuang

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