Portfolio Construction

All fifteen Efficient Market Portfolios models have been constructed using Modern Portfolio theory and sophisticated financial modeling software. Target weightings of each asset class have been determined using a complex mathematical technique known as optimization. Model portfolios may change periodically as additional asset class performance data is included in our optimization proccess.

Within each asset allocation model there are allocations to:

Large Cap Stocks
Mid Cap Stocks
Small Cap Stocks
International Stocks
Intermediate Investment Grade Taxable Bonds
Short Term (1-3 yrs) US Government Bonds
Real Estate
Cash

Working with your financial advisor will help you determine the appropriate asset allocation mix suitable for your risk profile and your investment time horizon. If you need help locating a financial advisor please call Efficient Market Advisors at 1-888-327-4600.

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