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Berkshire Aggressive Allocation

 
Pro-Forma Allocation

            
 Objectives

This portfolio construction is best designed for an investor with High Risk Tolerance who needs no liquidity and will consider Alternative Investments  

19% Large Cap Growth
24% Large Cap Value
13% Mid Cap Equities
11% Small Cap Equities
23% Intl Equities
5% Emerging Markets
0% Long Term Bonds
5% Intermediate Term Bonds
0% Short Term Bonds
0% High Yield Bonds
0% Intl Bonds
0% Municipal Bonds
0% Cash

Investment Objective:

The Portfolio seeks to provide growth of capital.

Investment Target:
     95% Equity       5% Bonds        
 
0% Cash
 

15% Alternative Investment Class is not Reflected



 


Conservative 

Moderate Conservative Portfolio 


Moderate  
 
    
Moderate Aggressive Portfolio