AEA Portfolio
How the American Economic Association divvies up its portfolio. Mankiw notes the absence of inflation-indexed bonds and real estate.
Light Reading
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Uh, this portfolio is ridonkulous. 45% in the S&P 500? Only 5% in emerging markets, 30% in total international? (A year ago, they were only 10% international!)
One could argue that they’re more conservative than, say, I am. Fine. But 45% in the S&P is strange.