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% |