Investments Appendix Flashcards
Benchmark for large US stocks
S&P 500
Benchmark for small US stocks
Russell 2000
Benchmarks for stocked in developed non-US economy
MSCI Europe, Australasia, Far East Index (EAFE)
Benchmark for emerging non-US economy
MSCI Emerging Markets
Benchmarks for US bonds
Barclays Capital Aggregate Bond Index
Benchmark for REITs
Dow Jones US Select REIT Index
Benchmark for commodities
Deutsche Bank Liquid Commodity Index
Benchmark for Cash
3-month T Bill
Benchmark for large US stocks and US bonds
Vanguard Balanced Index (VBIAX)
Benchmark for all publicly traded US companies
Wilshire 5000
Asset allocation for 3-5 years
Conservative
50% fixed income
30% cash
15% large cap
5% international
0% small cap
Asset allocation for 5 years
Moderately Conservative
50% fixed income
25% large-cap stock
10% international
10% cash
5% small cap
Asset allocation for 10 years
Moderate
35% large cap
35% fixed income
15% international
10% small cap
5% cash
Asset allocation for 10+ years
Moderately Aggressive
45% large cap
20% international
15% fixed income
15% small cap
5% cash
Asset allocation for 15+ years
Aggressive
50% large-cap
25% small cap
20% international
5% cash
0% fixed income
