Asset Allocation

John Bogle

• Asset allocation
• John Bogle's 10 rules of investing
• The Bogle eBlog

Paul Merriman

• The Ultimate Buy and Hold Strategy 2014 (podcast) (article)
• Fine Tuning Your Asset Allocation 2014 (podcast) (table)
• Fine Tuning Your Asset Allocation 2013 (podcast) (table)
• The Magic of Asset Allocation (podcast)
• Paul’s Recommended ETF Tax-Deferred Portfolios
  • Fidelity
  • Schwab
  • Vanguard

U.S. Securities and Exchange Commission

• Beginners' Guide to Asset Allocation, Diversification, and Rebalancing

Articles on Asset Allocation

• Foreign Stocks For The Long Run - Rick Ferri, 12/03/2013
• The Perfect Mix of Large-, Mid-, and Small-Cap Stocks - Morningstar, 12/03/2013
• U.S. Equities: Historical Trends of Large Caps vs. Small Caps - Wisdom Tree Blog, 10/22/2013
• Stock/Bond Asset Allocation, 03/03/14
• Foreign Stocks Can Improve Investment Return and Lower Risk, 2004

Powerpoint on Asset Allocation

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