Quarter 1 2007
This is the aggressive allocation.
This asset allocation is for an Endowment with a five percent (5%) payout rule and is good for the first quarter of 2007. Please check in and see how this performs.
30% SPY Standard and Poors 500
30% EFA Morgan Stanley EAFE
15% IWM Russell 2000
10% EPP Asia Ex Japan
5% FXE Euro Cash
5% ILF Latin 40
5% Cash, US money market
This asset allocation is for an Endowment with a five percent (5%) payout rule and is good for the first quarter of 2007. Please check in and see how this performs.
30% SPY Standard and Poors 500
30% EFA Morgan Stanley EAFE
15% IWM Russell 2000
10% EPP Asia Ex Japan
5% FXE Euro Cash
5% ILF Latin 40
5% Cash, US money market
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