In the Growth Model Portfolio, our goal is a focus on growth with higher risk.

Large Cap equities

37% SPY – S&P 500 Index

Small Cap equities

10% IWM – Russell 2000 Index

International Developed equities

13% EFA – iShares MSCI EAFE Index

International Emerging equities

8% EEM – iShares MSCI Emerging Markets Index

Real Estate

6% RWR – SPDR DJ Wilshire REIT Index

Fixed Income

3% TIP – iShares Barclays TIPS Bond Fund – Treasury Inflation Protected bond

10% AGG – iShares Barclays Aggregate Bond Fund – Core bonds

3% BSV – Vanguard Short-Term Bond – Short Duration bonds

Alternative

10% Terrapin Market Neutral

Performance