Asset allocation detail
after an in-house wealth-planning tool
Allocation detail
0.0% reallocated·Bonds −33.0%Equity +28.0%
Breakdown · class / subclass
ClassSubclassCurPropDiff−400+40
Cash & short-term—20.0%8.0%
Domestic short13.0%5.0%
Foreign short7.0%3.0%
Bonds—55.0%22.0%
Domestic bonds33.0%10.0%
Foreign bonds22.0%12.0%
Equity—20.0%48.0%
Domestic equity12.0%20.0%
Foreign equity8.0%28.0%
REIT—3.0%12.0%
Domestic REIT2.0%5.0%
Foreign REIT1.0%7.0%
Alternatives—2.0%6.0%
Alternatives2.0%6.0%
Commodities—0.0%4.0%
Commodities0.0%4.0%
Diff = current − proposed · right = trimmed, left = added