Dollar Pimp

Is 5% of Emerging Markets Too Little?

5% is too little in my opinion. I like M. El-Arian's suggested stock allocation - 1/3 to emerging markets (15% of total portfolio), 1/3 to international developed markets and 1/3 to US.

Defining Alternative Asset Classes

RYFOX is an interesting mutual fund to consider. It combines commodity futures (long and short), currencies, hedging/real return and real estate all in one fund. The mix is adjusted depending on market conditions.