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Dynamic Model Portfolios

Growth

75% Equity/10% Fixed Income/15% Commodity

The Growth Portfolio is designed to target a 75% allocation to Equities, a 10% allocation to Fixed Income/Cash and up to 15% in Commodities.  

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Moderate Growth

60% Equity/28% Fixed Income/12% Commodity

The Moderate Growth Portfolio is designed to target a 60% allocation to Equities, a 28% allocation to Fixed Income/Cash and up to 12% in Commodities.

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Balanced

40% Equity/50% Fixed Income/10% Commodity

The Balanced Portfolio is designed to target a 40% allocation to Equities, a 50% allocation to Fixed Income/Cash and up to 10% in Commodities.

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Conservative Balanced

25% Equity/67% Fixed Income/8% Commodity

The Conservative Balanced Portfolio is designed to target a 25% allocation to Equities, a 67% allocation to Fixed Income/Cash and up to 8% in Commodities.

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Conservative

15% Equity/80% Fixed Income/5% Commodity

The Conservative Portfolio is designed to target a 15% allocation to Equities, an 80% allocation to Fixed Income/Cash and up to 5% in Commodities.

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