Macro Allocation Choices

Descriptive Title Grow/Mod
Moderately Cautious 40/60
Moderate 50/50
  Moderate Growth 60/40
Growth 70/30
High Growth 80/20

Fundamental Allocation

Our Policy Portfolio includes two or three components, Growth, Moderation and when warranted, Opportunistic assets.

The most important decision you and we make is also the most fundamental; what portion of your portfolio should be in Growth and what portion in Moderation. We start with a choice of models of Growth/Moderation relations from 40% Growth/60% Moderation in 10% increments to 80% Growth/20% Moderation. You and we together - after much discussion - decide your initial "macro" portfolio allocation.

Opportunities or Special Situations will take care of themselves.

Investments vs. Investing ⇔ The Growth Portion