Portfolio Scenario Models and Country Economic Data

Below is a portfolio model on excel that helps to predict expected return and standard deviation (risk) based upon different percentages of the major asset classes. This is a sample for, what an asset class has done in the past 20 years. There is no indication of what it will do in the future. That is true for returns and standard deviation. For specific allocation by age ranges, see The Safe Investor, chapter 14.

Diversification Model

The Country Classification spreadsheet provides detailed economic data (GDP, growth, employment) on the major country classifications (mature, advanced growth, growth, emerging growth, frontier).

Country Classification Data

Interesting Websites:
Morningstar.com – A good way to research stocks, etfs, mutual funds, and more
Financial planning association – Find a financial planner
Cfp.net – Find a CFP professional
Napfa.org – Advisor Search
Finra – good info for investors, do a broker check
Advisorpartners.com – Investment Management 
Latticestrategies.com – Investment Management
Etftrends.com – For ETF research
Ensemblecapital.com – For unique investment strategies and philanthropic investing

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