My Target Asset Allocation

In terms of asset allocation, my target portfolio includes 1/3 stocks, 1/3 private real estate and 1/3 treasury bonds. The stock portfolio is 60% iShares MSCI Quality Factor ETF (QUAL) and 40% iShares MSCI International Quality ETF (IQLT). The private real estate portfolio includes core and core plus funds that are not public. This includes the Blackstone Real Estate Income Trust (BREIT), Starwood Real Estate Income Trust (SREIT), BlueRock Total Income Real Estate Fund (TIPWX) and Griffin Institutional Access Real Estate Fund (GRIFX). The Treasury Bond allocation includes the Vanguard Intermediate Term Treasury Index Fund ETF (VGIT) and the Vanguard Long Term Treasury Index Fund ETF (VGLT).

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