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Berkshire Moderate Aggressive Allocation

 
Pro-Forma Allocation

            
 Objectives

This portfolio construction is best designed for an investor with Higher Risk Tolerance who needs little and will consider Alternative Investments

17% Large Cap Growth
22% Large Cap Value
10% Mid Cap Equities
7% Small Cap Equities
18% Intl Equities
4% Emerging Markets
4% Long Term Bonds
7% Intermediate Term Bonds
8% Short Term Bonds
0% High Yield Bonds
3% Intl Bonds
0% Municipal Bonds
0% Cash

Investment Objective:

The Portfolio seeks to provide growth of capital and some current income.

Investment Target:

78% Equity       22% Bonds       
0% Cash
 
10% Alternative Investment Class Consideration is not Reflected



 


Conservative 

Moderate Conservative Portfolio 


Moderate  
 
    
Berkshire Aggressive Portfolio