This model is based on a factor of 40-45 years of age and a HIGH level of risk tolerance to current principal with minimal regard to income generation from the accounts balance. This portfolio’s core holding will emphasize growth using tactical and strategic allocation amongst the equity holdings within specific asset class and rotational weighting amongst those asset classes. A marginal % amount of the total portfolio value is also allocated to stable value money market as a sort of parking lot for volatility purposes and portions of this fund may also be used from time to time for equity purchases into the core portfolio of equities based on market volatility extremes and then re-allocated back again to stable value.
20% Stable Value/Gov. Bond
15% S&P 500
15% Large Cap International
10% Technology
10% U.S. Small Cap
5% Overseas/International Small Cap
5% Emerging Market
10% Energy
10% Precious Metals
