Feb 18
“Bright Red” Asset Allocations
Hebner recommends the following asset allocation for someone with maximum risk tolerance.
Large-Cap Core – 12%
Large-Cap Value – 12%
Micro-Cap Core – 20%
Small-Cap Value – 20%
REITs – 5%
International Value – 6%
International Small-Cap – 6%
International Small-Cap Value – 6%
Emerging Markets – 4%
Emerging Markets Value – 4%
Emerging Markets Small-Cap Value – 5%
I note that this portfolio does not include any growth or the growth is contained within the core holdings. Hebner has 20 such portfolios one can select from based on ones tolerance for risk.