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Risk Tolerance

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Your Customized Strategic Allocation

Bonds

Stocks

Other

Short Term Bonds: 14%

Small Cap Stocks: 13%

Real Estate Investment Trusts: 10%

Intermediate Term Bonds: 13%

Mid Cap Stocks: 14%

Commodities: 7%

Long Term Bonds: 4%

Large Cap Stocks: 20%

Currency: 3%

Floating Rate Notes: 2%

Financial Tailor Tactical Allocation

Asset Class

Weight

Short term bonds

Neutral

Intermediate term bonds

Neutral

Long term bonds

Neutral

Floating Rate Notes

Overweight

Small Cap Stocks

Overweight

Mid Cap Stocks

Neutral

Large Cap Stocks

Neutral

Real Estate Investment Trusts

Underweight

Commodities

Overweight

Currency

Neutral

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About our model

We generated a diversified portfolio outline for you based on your answers to our questionnaire. We asked questions that pertained to your risk appetite. Using that information we apply our own risk model to create a well-diversified strategic portfolio allocation.

Your Strategic Allocation represents the allocation that we believe will provide superior returns while minimizing unneccesary risk. However, from time-to-time we may deviate slightly from this allocation. We update those deviations in our Tactical Allocation. Our recommendations are either overweight, underweight or neutral. The tactical recommendations are updated weekly so be sure to check in regularly for further updates.