Simple Allocation's  Instablog

Below is a summary of our allocation model output. We keep this short for the convenience of readers familiar with our work. For a complete description of the data presented here, please see our website: http://www.simpleallocation.com/trends

Fund Category Strength and Confidence - All Reallocation Plans

The chart below shows the Strength and Confidence for the prior period, for all reallocation plans, for the 10 fund categories with the highest Strength. Observation(s):

• Domestic stock funds dominate the categories across a range of both size (small, mid-cap, or large) and type (value, growth, blend).
• Real estate also occupies 2 of the top 10 positions this month. It has been a long time since real estate appeared in this list. Further, global real estate has a confidence of 100%; meaning it received some allocation in every allocation plan in which it was included.

(click to enlarge)

Broad Fund Category Average Allocation History - Monthly Reallocation Plans ONLY

This chart further reduces the fund categories into one of six categories: bonds, blended funds (blends of stocks/commodities/bonds), commodities, stocks, other, and unallocated (cash). For each category, the average allocation is shown for each month. Since we have included a category for unallocated (cash), the total allocation is always 100%.

The two charts below are the same chart, but different time frames. Both charts show the average allocation to (broad) fund categories. The first chart shows the prior 4 years data, while the second chart includes data back to 01-JAN-2002. Both charts are stacked bar charts, meaning the size of each color (fund category) indicates that categories average allocation during the period.

Since the end of the last month did not correspond to a quarter end, the only data included in these two charts are for monthly plans. (That is why the Strength and Confidence chart above includes bond related funds, while the charts below only includes funds that are primarily stocks.)

Observation(s):

• Again, stock funds are dominating our allocations.
• As mentioned above, real estate (included in commodities), is showing some minor allocation.

(click to enlarge)

(click to enlarge)

Below is a summary of our allocation model output. We keep this short for the convenience of readers familiar with our work. For a complete description of the data presented here, please see our website: http://www.simpleallocation.com/trends

Fund Category Strength and Confidence - All Reallocation Plans

The chart below shows the Strength and Confidence for the prior period, for all reallocation plans, for the 10 fund categories with the highest Strength. Observation(s):

• Domestic stock funds dominate the categories across a range of both size (small, mid-cap, or large) and type (value, growth, blend).
• Real estate also occupies 2 of the top 10 positions this month. It has been a long time since real estate appeared in this list. Further, global real estate has a confidence of 100%; meaning it received some allocation in every allocation plan in which it was included.

(click to enlarge)

Broad Fund Category Average Allocation History - Monthly Reallocation Plans ONLY

This chart further reduces the fund categories into one of six categories: bonds, blended funds (blends of stocks/commodities/bonds), commodities, stocks, other, and unallocated (cash). For each category, the average allocation is shown for each month. Since we have included a category for unallocated (cash), the total allocation is always 100%.

The two charts below are the same chart, but different time frames. Both charts show the average allocation to (broad) fund categories. The first chart shows the prior 4 years data, while the second chart includes data back to 01-JAN-2002. Both charts are stacked bar charts, meaning the size of each color (fund category) indicates that categories average allocation during the period.

Since the end of the last month did not correspond to a quarter end, the only data included in these two charts are for monthly plans. (That is why the Strength and Confidence chart above includes bond related funds, while the charts below only includes funds that are primarily stocks.)

Observation(s):

• Again, stock funds are dominating our allocations.
• As mentioned above, real estate (included in commodities), is showing some minor allocation.

(click to enlarge)

(click to enlarge)

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Simple Allocation LLC - Simple investment allocation for the experienced investor

www.SimpleAllocation.com