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Berkshire Moderate Conservative Allocation

 
Pro-Forma Allocation

            
 Objectives

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

8% Large Cap Growth
14% Large Cap Value
6% Mid Cap Equities
3% Small Cap Equities
11% Intl Equities
0% Emerging Markets
8% Long Term Bonds
13% Intermediate Term Bonds
19% Short Term Bonds
3% High Yield Bonds
3% Intl Bonds
0% Municipal Bonds
12% Cash

Investment Objective:

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

Investment Target:
42% Equity       46% Bonds       12% Cash  
0% Alternative Investments





Conservative 

Moderate Portfolio
Berkshire 

Moderate Aggressive Portfolio 
 
    
Berkshire Aggressive Portfolio