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 | 1.48% | ||
| Asset Classes | Sectors | ||
| Domestic Large Cap Value | 1.72% | Technology | -0.12% |
| Domestic Mid Cap Value | 1.57% | Consumer Discretionary | 1.77% |
| Domestic Small Cap Value | 1.04% | Financials | 2.35% |
| Foreign Large Cap Value | 1.98% | Telecom | 1.07% |
| Foreign Small/Mid Value | 1.42% | Industrials | 2.32% |
| Domestic Large Cap Growth | 1.13% | Utilities | 1.32% |
| Domestic Mid Cap Growth | 0.86% | Natural Resources | 0.42% |
| Domestic Small Cap Growth | 0.37% | Real Estate | 0.23% |
| Foreign Large Cap Growth | 1.92% | Health Care | 2.36% |
| Diversified Emerg Markets | 0.80% | Energy | 0.01% |
| Gold & Precious Metals | 0.66% | Consumer Staples | 1.84% |
| Real Estate | 0.23% | ||
| Broad-Basket Commodities | -0.65% | ||
| Regions | |||
| Europe Stock | 2.88% | ||
| China Region | 1.42% | ||
| Japan Stock | -0.84% | ||
| Latin America Stock | 1.22% |
