Asset Allocation

Mench Financial, Inc. Quarterly Update

March 31, 2025 ASSET ALLOCATION POLICY FOR THE FOLLOWING STYLES:

Capital Preservation & Income:

Domestic Equity 
Fixed Income
International Equity
Real Estate & Hard Assets
Cash

48.0%
38.4%
 9.6%
 0.0%
 4.0%

Balanced Sector Enhanced:

Domestic Equity
Fixed Income
International Equity
Real Estate & Hard Assets
Cash

57.6%
19.2%
 19.2%
  0.0%
  4.0%

Global Sector Enhanced:

Domestic Equity
Fixed Income
International Equity
Real Estate & Hard Assets
Cash

78.4%
   0.0%
  19.6%
   0.0%
   2.0%

 

ALL STATISTICS ARE TAKEN FROM WHAT WE BELIEVE TO BE RELIABLE SOURCES. MENCH FINANCIAL, INC. DOES NOT GUARANTEE THE ACCURACY OF THE INFORMATION AND NO INFORMATION CONTAINED HERE SHOULD BE CONSIDERED AN INVESTMENT RECOMMENDATION.