Current Model Portfolio Allocations

Here are the current 6 asset model portfolio allocations. They will be updated every 4 weeks or so, depending on market behavior. For the sake of consistency, this table will use the same ETF’s as the PortfolioWisdom Mobile App. Be aware that the PortfolioWisdom Mobile App may produce slightly different allocation calculations, because the data updates to the App may not occur at exactly the same time as the data update to this spreadsheet.  If you always want the latest allocation calculations for 6, 9, or even 12 asset classes, feel free to subscribe to the PortfolioWisdom Mobile App. Also, be aware that Mr. Beals will sometimes use different ETF’s for his client portfolios or otherwise customize the models to their specific situations. Use the tabs in the embedded spreadsheet to view the allocations for each different model.