QD Asset Allocation - Pie Charts

Efficient Portfolios

Efficient portfolios are optimized -- their Asset Allocation achieves an Expected Return with the lowest risk. Click the 'More' and 'Less' buttons to see the table and chart below show various efficient portfolios. Given historic returns and risks, we start with the portfolio that has the highest minimum return over 30 years with a 5% comfort level (95% of the time its average returns will be higher).

Efficient	Over any	Annually Over
Portfolios	One Year	30 Years	Asset Allocation
Expected Return			Money Markets
Relative Risk			US Bonds
5% Chance of Returns:			Large Cap Stocks
That are higher than			Small Cap Stocks
That are lower than			Foreign Stocks

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