Update - World Allocation - 3/9
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 CashReduce 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.
Global Opportunities | Alhambra Investments said:
[...] 3/9 - Update [...]