The chart below illustrates the dynamic allocations of the FOLIO and TEAM Strategies for the past 12 months. The far left allocations (with the bold outline) are the STATIC or normal target allocation for our typical objective. Our Static Strategies rebalance back to this target allocation at each rebalance date. The charts on the left represent our FOLIO strategies while the charts on the right represent our TEAM strategies. The key difference between FOLIO and TEAM is that the TEAM strategies perform long term trend analyses on each asset class and will fully liquidate any asset class that is trading below this trend.
GENERAL ALLOCATION WEIGHTINGS
- Bonds (blue) - overweight
- US Stock (green) - underweight
- Intl. Stock (orange) - underweight
- Real Estate (purple) - normal weight
- Commodities (brown) - underweightGROWTH STRATEGIES:
MODERATE STRATEGIES:
CONSERVATIVE STRATEGIES:
