Asset Allocation
Mench Financial, Inc. Quarterly Update
DECEMBER 31, 2018 ASSET ALLOCATION POLICY FOR THE FOLLOWING STYLES:
Capital Preservation & Income:
Domestic Equity & Sectors
Fixed Income
International Equity
Real Estate & Hard Assets
Cash
48.0%
38.4%
0.0%
9.6%
4.0%
Balanced Sector:
Domestic Equity & Sectors
Fixed Income
International Equity
Real Estate & Hard Assets
Cash
57.6%
19.2%
19.2%
0.0%
4.0%
Global Sector:
Domestic Equity & Sectors
Fixed Income
International Equity
Real Estate & Hard Assets
Cash
68.6%
0.0%
9.8%
9.8%
11.8%
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.