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Berkshire Moderate Allocation

 
Pro-Forma Allocation

            
 Objectives

This portfolio construction is best designed for an investor with Moderate Risk Tolerance who needs some liquidity and will consider Alternative Investments

11% Large Cap Growth
17% Large Cap Value
7% Mid Cap Equities
4% Small Cap Equities
13% Intl Equities
3% Emerging Markets
6% Long Term Bonds
10% Intermediate Term Bonds
13% Short Term Bonds
3% High Yield Bonds
3% Intl Bonds
0% Municipal Bonds
5% Cash

Investment Objective:

The Portfolio seeks to provide growth of capital and a low to moderate level of current income.

Investment Target:  
55% Equity       35% Bonds       
5% Cash  
 
5% Alternative Investments Class Consideration not Reflected





Conservative 

Moderate Conservative Portfolio 


Moderate Aggressive Portfolio 
 
    
Berkshire Aggressive Portfolio