Do-It-Yourself tactical asset allocation weights are posted.
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Strategy | Date | Domestic Value | Domestic Mom | Int’l. Value | Int’l. Mom | Real Estate | Commodities | 10-Year Treasury | Treasury Bill |
---|---|---|---|---|---|---|---|---|---|
Balanced | 10/31/2016 | 10% | 10% | 5% | 5% | 20% | 20% | 20% | 10% |
Moderate | 10/31/2016 | 15% | 15% | 7.5% | 7.5% | 10% | 10% | 20% | 15% |
Aggressive | 10/31/2016 | 20% | 20% | 10% | 10% | 5% | 5% | 10% | 20% |
Exposure Highlights:
- Full exposure to domestic equities.
- Half exposure to international equities.
- Full exposure to REITs.
- Full exposure to commodities.
- Full exposure to long-term bonds.
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About the Author: Wesley Gray, PhD
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Important Disclosures
For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Third party information may become outdated or otherwise superseded without notice. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency has approved, determined the accuracy, or confirmed the adequacy of this article.
The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Alpha Architect, its affiliates or its employees. Our full disclosures are available here. Definitions of common statistics used in our analysis are available here (towards the bottom).
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