Since the last review of the Madison, shares of VO and VB were added to the portfolio as there was no exposure to growth stocks in the mid- and small-cap asset classes. Adding shares in these two blend asset classes brings us in contact with stocks of a style (growth) not previously held in the portfolio.
If you are looking for simplicity with sufficient risk that one will need to employ the ITA Risk Reduction model, check out the Quantext Portfolio Planner (QPP) analysis of this six asset portfolio.
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