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Berkshire Conservative Allocation

 Pro-Forma Allocation

             Objectives
This portfolio construction is best designed for an investor with Low Risk Tolerance, who needs liquidity.

 

5% Large Cap Growth
11% Large Cap Value
0% Mid Cap Equities
0% Small Cap Equities
I5% Intl Equities
0% Emerging Markets
10% Long Term Bonds
16% Intermediate Term Bonds
30% Short Term Bonds
4% High Yield Bonds
0% Intl Bonds
0% Municipal Bonds
19% Cash

Investment Objective:

The Portfolio seeks to provide income with some growth potential.

Investment Target:
   21% Equity       60% Bonds       19% Cash  
0% Alternative Investments





Moderate Conservative 

Moderate Portfolio
Berkshire 

Moderate Aggressive Portfolio 
 
    
Berkshire Aggressive Portfolio