Aronson Original
0.15%November 08 | MyPlanIQ portfolio symbol P_21188
Ted Aronson and his AJO Partners manage about $25 billion of institutional assets. Aronson puts his family's taxable money in this well-diversified portfolio of no-load index funds.Fund Weight Ticker ETF US Equities 40% VFINX, VEXMX, VISGX, VTSMX, VISXX VTI, TMW, VBK, VBR International Equity 20% VPACX, VEURX VEA Emerging Markets 10% VEIEX EEM US Bonds 30% VIPSX, VUSTX, VWEHX TIP, LQD, HYG
This is a well diversified four asset class portfolio with an aggressive profile. The US equities are broadly diversified. Asia Pacific is put above Europe for developed markets. There is a diversified set of fixed income with VWEHX and VUSTX being relatively high risk. The long term treasury bond has proved to be a good diversifier in recent history.
The US component is possibly over-weighted and emerging markets could be increased or, even better, some real estate assets could be added.