Given the strongly deteriorating market conditions, we wanted to update you on how our firm’s portfolios are currently invested (allocations are approximate, data as of close of business on Tuesday, October 14, 2014):
Appleton Group Portfolio: 53% invested, 47% cash;
Appleton Group – Moderate: 47% invested, 53% cash;
Appleton Group – Conservative: 37% invested, 63% cash;
Appleton Group PLUS Portfolio: 53% invested, 47% cash;
Appleton Group PLUS – Moderate: 47% invested, 53% cash;
Appleton Group PLUS – Conservative: 37% invested, 63% cash;
Appleton Group Tax Managed Growth: 83% invested, 17% cash;
Appleton Group Tax Managed Growth: 75% invested, 25% cash;
Appleton Group – Wisconsin Select: 100% cash;
Appleton Group – U.S. Sectors: 63% invested, 37% cash;
Appleton Group – Americas: 34% invested, 66% cash;
Appleton Group – Asia: 30% invested, 70% cash;
Appleton Group – Commodities from Heaven: 30% invested, 70% cash;
Appleton Group – Commodities from Hell: 100% cash;
Appleton Group – Europe: 100% cash;
Appleton Group – Managed Income: 83% invested, 17% cash;
We have quite a few additional defensive adjustments that we’ll be making today and throughout the rest of the week. We will update you on our investment posture early next week. As always, please feel free to call our office to speak to your personal Appleton Group advisor to discuss these allocations further.
Mark Scheffler
Sr. Portfolio Manager, Founder
The Appleton Group LLC
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