Historic Average Weighting

The chart below shows the average allocations to each asset class in the Everyday Portfolio.  It should be noted that since inception, the portion of the portfolio allocated to cash has ranged from less that 5% to over 75%.

Everyday Portfolio Average Allocation

Everyday Portfolio Average Allocation

The portfolio is rebalanced monthly, in the last two hours of the last trading day of the month. This ability to quickly change our investment stance in a particular market helps us manage risk in each part of the portfolio, and during times of high correlation between markets it help us to effectively manage overall portfolio risk. The following graph shows the weighting of each core asset throughout 2010.

Allocation in 2010

Allocation in 2010

The Everyday Portfolio is a long-only portfolio, suitable for both IRA and non-IRA accounts.

Please Note: While no system can guarantee risk-free or low-risk trading, and while unforeseen events can cause you to lose all your money, we do make an effort to control volatility and risk in the Everyday Portfolio. This information is provided for educational purposes only and should not be construed as investment advice.  All readers are encouraged to seek advice of registered investment professionals. Please read more at our Terms of Service.

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