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Neff Investment Advisor Allocation Worksheet
Macro Investment Group Allocations
Common Stocks___%, Bonds___%, Cash___%, Total should be 100%
Sector Selections to Increase Your Allocations
1.
2.
Sector Selections to Decrease Your Allocations
1.
2.
Style Selections to Increase Your Allocations
1.
2.
Style Selections to Decrease Your Allocations
1.
2.
Risk Management Changes to Fit Your Personal Plan
1.
2.
Matching Your Worksheet to the Mutual Funds Offered
You should now have this Allocation Worksheet and the Tax Deferred Allocation Form in front of you. Read through the choices offerred in your Tax Deferred Plan and match them to the choices that you have made on this Allocation Worksheet. Sometimes the match process is easy and clear. Other times it is about reading the details of your Tax Deferred Mutual Fund Offerings to get the most reasonable match achievable.
Name_______________. Date________.
Notes For Your Future Considerations
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