MVO S&P 500 Sector Allocation Portfolio – January 2017

sp-sector-allocation-model

For our S&P 500 sector allocation model with annual rebalancing (red line) which has outperformed the S&P 500 (black line) by 2.2% p.a. since 2003, we have the following allocation as of 12/13/2016 for 2017:

 

Asset Allocation over time:

sector-allocation-over-time

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