The following is Harvest Graphics 401K investment options. The default 3 month minimum holidng period is assumed for each fund (other than Money Market)
Buffalo Small Cap BUFSX Dodge & Cox Int’l DODFX Fidelity Advisor Lev Co Stk FLSAX Goldman Sachs Mid Value GCMAX Heritage Mid Cap Stk HMCAX Janus fund JDGAX Neuberger Berman Genesis NBGNX Oppenheimer Main St Small OPMSX American Century Ultra TWCUX Templeton Foreign fund TEMFX Thornburg Intl Value TGVIX Amer Fds World G/I R5 RWIFX Amer Century Inc & Growth BIGRX Dreyfus S&P 500 PEOPX Fidelity Puritan FPURX Pioneer High Yield TAHYX Van Kampen Comstock ACSTX Amer Fds Bond Fund RBFFX Federated Bond fund ISHIX Vanguard Short term US Treas VFIRX Fidelity Money Market
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The following is a moderate-risk model portfolio constructed from the investment options of Harvest Graphics 401k.
This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.
Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.
Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.
Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies