Update - World Allocation - 8/17

Aug 17th, 2010 by A.I. Research

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, as well as its track record, please refer to the World Allocation model page.

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