Leonard N. Stern School of Business

Financial Markets and Investments - The Benchmark Portfolio

The benchmark is a passive $500,000 portfolio of 50% equities, 40% bonds, and 10% cash. Specifically, the portfolio consists of:


50% Fidelity Equity Index Fund, FUSEX

Fidelity Equity Index Fund, FUSEX

40% Vanguard Long Term Bond Fund, VUSTX

Vanguard Long Term Bond Fund, VUSTX


10% Cash (Money Market Instruments) earning 5%


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