Asset Allocation Strategies

[gfp927z]

Here is an allocation strategy that is evolving -

Core - 10%
Flex - 10-15%


Core has 5% in individual LT stocks, and 5% in the S+P 500, to be held as LT buy / hold.

Flex is in the S+P 500, and can be traded.


So the minimum stock allocation would be 10%, and the max 25%.

The current Core individual stock list is found here (link below) -


https://investorshub.advfn.com/Stock-Karma-46109


(68 stocks plus 2 sector ETFs)




---