Update - World Allocation - 6/15
Jun 15th, 2010
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.