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Asset Allocation Examples

Here is a special report for all Whole-Hearted-Way subscribers!

-Fern Alix LaRocca CFP ® EA

Asset Allocation Examples

Portfolios 100,000 and under:

Large Cap Core

Mid-Cap Core

Small Cap Core

REIT Index

Total Bond Market Index

Portfolios 500,000 and under:

Large Cap Growth

Large Cap Value

Mid-Cap Growth

Mid-Cap Value

Small Cap Growth

Small Cap Value

International Funds

REIT Index

Short Term Bonds

Intermediate Term Bonds

Portfolios $1,000,000 and under:

Large Cap Growth

Large Cap Value

Mid-Cap Growth

Mid-Cap Value

Small-Cap Growth

Small-Cap Value

International Funds

Emerging Market Funds

Micro Finance Funds

REITS

Short Duration Bonds

Intermediate Term Bond

Long-Term Bonds

International Bonds

Tax-Free Bonds

Portfolios over $1,000,000-

Shame on you for not having a professional financial advisor managing your money! Go

to www.napfa.org for a fee-only advisor now.

Here are a few of the many services that you are missing out on:

  • Investment opportunities that only high net worth clients of advisors can qualify for
  • Discounted fee structures that are available to only larger portfolios
  • Other services for your family that can be thrown in- such as the management of a small 529 plan for your child or tax planning services.

2007 Whole-Hearted-Way ©

www.wholeheartedway.com

 

fern@wholeheartedway.com
182 Howard Street
#410
San Francisco, CA 94105

© Copyright 2006, Whole-Hearted-Way, All Rights Reserved.


   

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