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 process.

Within each asset allocation model there may be 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.