James L. Paris Model Portfolio  >$50,000

Model Portfolios For Amounts over $50,000 Updated October 1, 2007

*** For a Free Consultation Please Contact Robert Yetman
President of Stock Market Income Advisers at 877-996-5232

For those accounts with over $50,000, we are currently presenting an asset allocation model that samples a fairly broad variety of stock asset types and sectors. 

Currently, we are recommending the following portfolio mix:

25% in Large Cap Value                                                                                                                                         
20% in Mid-Cap Value                                                                                                                                                       
15% in Small Cap Growth                                                                                                                                                
10% in Mid-Cap Blend                                                                                                                                                  
10% in Foreign Large Blend                                                                                                                                     
10% in Energy                                                                                                                                                                         
10% in Technology                                                                                                                                                            

 As for sample funds, we like BlackRock Equity Dividend A Load Waived (800-441-7762) as a representative for Large Cap Value, BB&T Mid Cap Value A Load Waived (800-228-1872) as a representative for Mid-Cap Value, and Vanguard Small Cap Growth Index (800-662-7447) as a good representative for Small Cap Growth.  In the Mid-Cap Blend category (a mix of both growth-oriented and value-oriented Mid Cap stocks), we can suggest Ariel (800-292-7435) as a good sample.  We are suggesting moving overseas with a part of the allocation, as well, and like the Foreign Large Blend category for that purpose; Foreign Large Blend refers to large international stocks that may or not be Value stocks, and a good sample fund for the category is Fifth Third International Equity A Load Waived (800-282-5706).  We are also suggesting the possibility of investing in two different sectors presently: Energy and Technology.  For Energy, a good sample fund is T. Rowe Price New Era (800-638-5660); for Technology, we like Waddell & Reed Advisors Science and Technology A Load Waived (888-923-3355).

There are several sample stock positions we find appropriate presently for portfolios over $50,000.  Among Large Capitalization issues, we’re including Halliburton (symbol: HAL) and Chevron (symbol: CVX) from Energy, as well as Dow Chemical (symbol: DOW) and Caterpillar (symbol: CAT) from Manufacturing; from the Mid Capitalization category, we think Downey Financial (symbol: DSL) and ProAssurance (symbol: PRA) are good considerations from Financial Services, and that Men’s Wearhouse (symbol: MW) is one to sample in Retail; and from Small Cap, we like Newmarket (symbol: NEU) and First Mercury (symbol: FMR), both Financial Services stocks.          

Disclaimer: Individual securities named herein are not intended to be, nor should be construed as, personalized investment recommendations.  They are presented as sample investments that we believe fairly represent their associated market classes or types.  Neither Christian Money.com, Stock Market Income Advisors, Inc., nor any of their officers, employees, or associates, assumes any responsibility for the personal investment decisions made by readers on the basis of these model asset allocations.