UPDATE – Large Cash Positions Added

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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By | 2014-10-15T08:59:25+00:00 October 15th, 2014|clearTREND™, Market and Portfolio Commentary|Comments Off on UPDATE – Large Cash Positions Added

About the Author:

Mark’s commitment to objective, independent wealth management led him to establish The Appleton Group LLC in April of 2002. With over 19 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and co-manages all assets held in our suite of portfolio offerings. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and CEO of The Appleton Group LLC. He earned his Accredited Investment Fiduciary (AIF) designation in 2016