Current Portfolio Allocations

Certified Financial Planners | Investment Advisors | Retirement Planning Specialists

Portfolio Allocations updated 05/12/2008

Managed Income Portfolio (100% Bonds)

75% High Yield
25% Floating Rate/Bank Loan

Income & Growth Portfolios (40% Stocks/60% Bonds)

20% U.S. Stock Funds
10% International Stocks
40% High Yields
20% Floating Rate/Bank Loan
10% Money Market

Momentum Portfolio (up to 100% stocks)

40% U.S. Stock Funds
10% International Stocks
10% Emerging Stocks
10% U.S. Dollar
30% Money Market Funds

Company
BCA Profile | Contact BCA | Site Map / Directory | BCA Home Page

Brian R. Carruthers & Associates

BCA | A Fee-Only Registered Investment Advisory Firm Since 1990

301 Forest Avenue · Laguna Beach, California 92651-2115 USA
Telephone: 1-949-464-1900 · Facsimile: 1-949-464-1400 · Contact

CFP^®, Certified Financial Planner™ and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

CMT^SM and Chartered Market Technician^SM designations are awarded and permitted to use by full members of the MTA. The CMT Program is administered by the Accreditation Committee of the Market Technicians Association (MTA).

The National Association of Active Investment Managers is a professional organization of registered investment advisors who believe in active management of client assets to reduce the risk of down markets and to structure client portfolios to produce high risk adjusted returns.

This page last modified: 2008-05-13T10:46:03-0700

Current Portfolio Allocations

Information

Company