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All Contents © 2016The Kiplinger Washington Editors
This recommended investment portfolio is one of 20+ mutual fund portfolios that we've
assembled for investors with different time horizons and risk-tolerance levels to consider.
Rev up your returns with this stock-heavy portfolio. 75% Stocks | 25% Bonds |
Drawing from our favorite mutual funds, the Kip 25, this portfolio includes a 30% allocation to large-company funds (Dodge & Cox Stock and Fidelity New Millennium) and 30% to small- and midsize-company funds (Akre Focus and Homestead Small Company Stock). Economies in developed foreign countries are recovering, so we allocated 20% to Dodge & Cox International, which buys undervalued foreign stocks. Although developing markets have had a rough time lately, they still have good long-term prospects, so we allocate 5% to Harding Loevner Emerging Markets Stock. And Matthews Asian Growth & Income, which invests in developed and emerging countries, gets 5%. To provide a bit of ballast, we put 10% into bond funds, evenly split between Osterweis Strategic Income, a flexible fixed-income fund, and Fidelity New Markets Income, which buys emerging-markets debt.