Update - World Allocation - 8/17
The World Allocation model portfolio has recently been updated. Changes to the model are:
Buy Dow Jones Wilshire International Real Estate Index RWX
Raise from 5.0% to 6.0%
Buy MSCI EAFE Small Cap Index SCZ
Raise from 6.0% to 7.0%
Sell Cash
Reduce from 3.0% to 1.0%
For the complete list of holdings, or for the breakdown of the model portfolio’s asset allocation, [...]