Portfolio: Global Index

An indexed portfolio is one of the most efficient methods of providing an investor the broadest exposure to the market for targeted or smaller size accounts.

The table in Figure 1 is an asset allocation consideration that uses individual index securities for global coverage. The allocation amongst the index securities is determined by using the relative fair value for each domestic sector, domestic market capitalization, international market and bond classification. Overvalued areas have a lower allocation while undervalued areas receive a higher allocation. Bond allocations are determined on a market weight, relative yield and long-term average return basis.

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Posted by Steven Albrecht