Tactical Asset Allocation—Winter 2018/19

There really is nothing that can take the place of proper asset allocation when it comes to growing and protecting your wealth throughout the economic cycle. What happens when you ignore your own risk level and your proper asset allocation portfolio? Consider the Americans who lost over 50% of their investment portfolio value between 2000 and 2002 because we were in a "new economy" and "old rules no longer apply."

No. Refuse to be one of the victims of a shock to the system by taking these three simple steps:

1. Identify your Risk Number
2. Assure your portfolio is aligned with the appropriate portfolio below based on your unique Risk Number
3. Use a combination of the 100 investments in the five Penn Strategies to fill in where you are underweighted

We update these portfolio allocations quarterly, based on market and economic conditions, and threats/opportunities we see on the horizon. 

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Aggressive Growth Portfolio: If your Risk Level is above 90

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Conservative Growth Portfolio: If your Risk Level is 51-89

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Growth & Income Portfolio: If your Risk Level is 28-50

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Asset Preservation Portfolio: If your Risk Level is 27 or below

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