18-30 HIGH
This model is based on a factor of 18-30 years of age and a HIGH level of risk tolerance to current principal without regard to income generation from the accounts balance.
This portfolio’s holdings will have the greatest emphasis of aggressive growth based on tactical and strategic allocation which emphasizes specific asset class and rotational weighting amongst those asset classes.
15% S&P 500
15% Large Cap International
15% Technology
15% U.S. Small Cap
10% Overseas/International Small Cap
10% Emerging Market
10% Energy
10% Precious Metals
