Jon R. Orcutt, founder of Allocation For Life, is an
asset allocation strategist and author of “Master the Markets with Mutual
Funds: A Common Sense Guide To Investing Success”; Manager/Creator of the AFL
Model Portfolios available for members of Allocation For Life in self-directed
accounts at Folio Investing
http://www.allocationforlife.com/
http://www.allocationforlife.com/
| S&P 500 Index | 1.99% | ||
| Asset Classes | Sectors | ||
| Domestic Large Cap Value | 2.14% | Technology | 2.11% |
| Domestic Mid Cap Value | 2.60% | Consumer Discretionary | 1.93% |
| Domestic Small Cap Value | 3.05% | Financials | 3.42% |
| Foreign Large Cap Value | 3.83% | Telecom | 1.96% |
| Foreign Small/Mid Value | 3.65% | Industrials | 2.43% |
| Domestic Large Cap Growth | 1.88% | Utilities | 0.62% |
| Domestic Mid Cap Growth | 1.84% | Natural Resources | 4.79% |
| Domestic Small Cap Growth | 2.33% | Real Estate | 1.55% |
| Foreign Large Cap Growth | 3.03% | Health Care | 0.63% |
| Diversified Emerg Markets | 3.76% | Energy | 3.82% |
| Gold & Precious Metals | 6.75% | Consumer Staples | 0.60% |
| Real Estate | 1.55% | ||
| Broad-Basket Commodities | 2.98% | ||
| Regions | |||
| Europe Stock | 3.53% | ||
| China Region | 4.18% | ||
| Japan Stock | 3.86% | ||
| Latin America Stock | 3.67% |