Update - World Allocation - 3/9

Mar 9th, 2010 by A.I. Research

The World Allocation model portfolio has recently been updated. Changes to the model are:

Buy MSCI Emerging Markets Index EEM

     Raise from 3.0% to 6.0%

Buy MSCI EAFE Index EFA

     Raise from 9.0% to 11.0%

Buy Russell 2000 Value Index [[IWN]]

      Raise from 5.0% to 6.0%

Buy Dow Jones US Real Estate IYR

      Raise from 0.0% to 5.0%

Buy EAFE Small Cap Index SCZ

      Raise from 5.0% to 6.0%

Buy S&P 500 Index IVV

     Raise from 10.0% to 11.0%

Sell Australian Dollar FXA

      Reduce from 10.0% to 5.0%

Sell iPath Agriculture JJA

      Reduce from 3.0% to 0.0%

Sell iBoxx Corporate Bond LQD

      Reduce from 10.0% 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, as well as its track record, please refer to the World Allocation model page.

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One Comment on “Update - World Allocation - 3/9”


  1. Global Opportunities | Alhambra Investments said:

    [...] 3/9 - Update [...]