Investment options of CLAW FORESTRY SERVICES 401(K) SAVINGS PLAN
Total Available Funds: 32
| Investment Description |
|---|
| 4,820.82 shares |
| 286.419 shares |
| 5,606.812 shares |
| 9,601.554 shares |
| 55,249.704 shares |
| 41,308.366 shares |
| 13,643.103 shares |
| 6,321.869 shares |
| 6,000 shares |
| 147.341 shares |
| 49.813 shares |
| 529.197 shares |
| 740.19 shares |
| 170 shares |
| 515 shares |
| 3,859.968 shares |
| 405 shares |
| 5,863.771 shares |
| 4,276 shares |
| 2,177.17 shares |
| 2,057.998 shares |
| 61.279 shares |
| 63.042 shares |
| 197.423 shares |
| 188.593 shares |
| 1,796.343 shares |
| 1,712.708 shares |
| 901.728 shares |
| 250.878 shares |
| 496.533 shares |
| 100.00 shares |
| 35,559.623 shares |
Investment model portfolios
We provide two types of investment model portfolios for CLAW FORESTRY SERVICES 401(K) SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Retirement Plan (401(k)) Info for CLAW FORESTRY SERVICES 401(K) SAVINGS PLAN