Update - World Allocation - 6/15

Jun 15th, 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 6.0% to 9.0%

Buy Russell 2000 Value Index [[IWN]]

      Raise from 6.0% to 9.0%

Buy iBoxx High Yield Corporate Bond Index [[HYG]]

      Raise from 0.0% to 5.0%

Sell Australian Dollar FXA

      Reduce from 5.0% to 0.0%

Sell MSCI EAFE Index EFA

      Reduce from 11.0% to 8.0%

Sell Cash

       Reduce from 6.0% to 3.0%

 

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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