- Table 1 Aggressive Allocation Portfolio As Of August 10 2019 Price Paid Market Value Usd Name Quantity Weight Type 1 (187.7 KiB) Viewed 24 times
Table 1. Aggressive Allocation Portfolio (As of August 10, 2019) Price Paid Market Value (USD) Name Quantity Weight Type of Ticker Security Symbol Large-Cap Equity ETF SPY Stock AMZN Stock GOOG Stock AAPL 1,612 6 SPDR S&P 500 ETF Amazon.com, Inc. Alphabet Inc. Apple Inc. Total Large Cap Equity 291.62 1807.58 1,188.01 200.99 8 50 470,091 10,845 9,504 10,050 500,491 47.0% 1.1% 1.0% 1.0% 50.1% Small-Cap Equity ETF IWM 150.62 1,328 iShares Russell 2000 ETF Total Small-Cap Equity 200,023 200,023 20.0% 20.0% International Equity Mutual VEMRX Fund 85.33 2,923 249,420 24.9% Vanguard Emerging Markets Stock Index Fund Institutional Plus Shares Total International Equity 249,420 24.9% Cash Currency Currency EUR USD 1.13 1 22,124 25,000 2.5% 2.5% Euros US Dollars Total Cash Total Investment 25,000 25,000 50,000 999,934 5.0% 100.0% The Table above shows an example of portfolio showing an aggressive allocation. As per the aggressive asset allocation proposed in the risk-tolerance questionnaire (see page 4 of the questionnaire), the weights of each asset should be:1 . Large-Cap Equity 50% Small-Cap Equity 20% International Equity 25% Cash 5% O There is not “fixed income” securities in this aggressive allocation.