U.S. Sector Index (ETF) Portfolio Consideration

Some of the changes in asset allocation considerations since last report using the Balanced Target: 1. 0.7 point decrease in Consumer Discretionary, 2. 1.5 point decrease in Consumer Staples, 3. 0.6 point decrease in Energy, 4. 0.8 point increase in Financials, 5. 0.5 point decrease in Health Care, 6. 0.3 point increase in Industrials, 7. 2.2 point increase in Technology, 8. 0.2 point increase in Materials, 9. 0.2 point decrease in Telecom, 10. 0.1 point increase in Utility.

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Posted by Steven Albrecht