Stocks
US stocks make up this percent of the stock portfolio
What is 64%?
International and emerging market bonds make up this percent of non-qualified bond model
What is 20%?
The best performing part of the US market year-to-date (think size and style)
What is large cap growth?
33% year-to-date
Wasmer makes up this percent of our target bond allocation
What is 70%?
Minimum amount to invest in WSA's custom model
What is $600k?
This is the allocation to real estate as part of the stock portfolio for retirement accounts
What is 10%?
The approximate average duration for our bond portfolios
3.27 - qualified
4.87 - non qualified
Our bond portfolios return year-to-date
What is 2%?
Will Wasmer actively tax loss harvest?
What is no?
This is the average expense ratio for our custom strategy
What is 0.28%?
Are international and emerging market stocks hedged to USD?
What is no?
The approximate average expense ratio for our bond portfolios
0.30% - qualified
0.46% - non qualified
Our stock portfolios return year-to-date
What is 11 - 12%
Expense ratio for ITTE and iSTEFI
What is 0.15%?
Average tax loss harvesting benefit per year
The average expense ratio of our stock ETF portfolio
What is 0.20%?
The approximate average credit quality for our bond portfolios
A - qualified
BBB+ - non qualified
DFA global real estate's performance year-to-date
What is 0.72%?
Acceptable answers: 0-1%
These portfolios can have a NYS preferred allocation
ITTE (40 - 70% but can go up to 100% if desired)
iSTEFI (20 - 40%)
One-time cash investment into a portfolio can provide this amount of years of tax loss harvesting benefits
What is 7-10 years?
This is the approximate breakdown between large / mid / small for US stocks
Large: 55-60%
Mid: 25-30%
Small: 15-20%
This is how much DFA 5 year global invests in non-US bonds
What is at least 30%?
The best performing country year-to-date
What is Greece?
43% year-to-date
Expense ratio for STEFI
What is 0.22%?
Main differences between WSA ETF stock model and WSA Parametric model
What is less exposure to international and emerging market small / value companies?