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Asset Allocation
Develop a long term target asset allocation mix by considering your risk tolerance, time horizon and investment goals.
| Balance Current Needs With Longer Term Objectives |
| A Typical Sage Client Portfolio |
| Cash |
6% |
|
|
600,000 |
6.0% |
2,050,000 |
| Fixed Income |
42% |
|
| Bond Investment A |
Muni Funds/Bonds |
|
3,000,000 |
30.0% |
3,000,000 |
| Bond Investment B |
Broad Spectrum Bonds |
|
650,000 |
6.5% |
400,000 |
| Bond Investment C |
European Bonds, Unhedged |
|
550,000 |
5.5% |
450,000 |
| U.S. Stocks |
22% |
|
| Stock Investment A |
U.S. Large Core (concentrated) |
|
550,000 |
5.5% |
500,000 |
| Stock Investment B |
U.S. Large Core |
|
350,000 |
3.5% |
300,000 |
| Stock Investment C |
U.S. Large Core Balanced |
|
550,000 |
5.5% |
450,000 |
| Stock Investment D |
U.S. Large Core Balanced |
|
350,000 |
3.5% |
300,000 |
| Stock Investment E |
U.S. Small Cap Value |
|
400,000 |
4.0% |
200,000 |
| Int'l Stocks |
13% |
|
| Stock Investment F |
Canada/Natural Resources |
|
500,000 |
5.0% |
500,000 |
| Stock Investment G |
International Large Cap Value |
|
300,000 |
3.0% |
300,000 |
| Stock Investment H |
International Small/Mid Cap Blend |
|
200,000 |
2.0% |
100,000 |
| Stock Investment I |
Emerging Mkts Stocks |
|
300,000 |
3.0% |
200,000 |
| Alternative |
17% |
|
| Alternative Investment A |
Metals, Swiss Francs, US Trys, LC Stks |
|
550,000 |
5.5% |
250,000 |
| Alternative Investment B |
Collared S&P 500 |
|
650,000 |
6.5% |
550,000 |
| Alternative Investment C |
New Products/Private Sep Accts |
|
500,000 |
5.0% |
450,000 |
| Total Portfolio |
|
10,000,000 |
100.0% |
10,000,000 |
The asset allocation shown is an actual client portfolio as opposed to a “model” portfolio; however, it should not be relied upon as a measure of our firm’s investment performance record as individual client results can vary substantially. Past investment performance is not necessarily an indication of future performance.
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