| Asset Class | Portfolio (P) Moderate | Portfolio (P') Aggressive | Portfolio (P") Defensive | |||
| Capital allocation | Tactical deviations | Capital allocation | Tactical deviations | Capital allocation | Tactical deviations | |
| Stocks | 23% | +3% | 25% | +5% | 18% | −2% |
| Bonds | 61% | −4% | 59% | −6% | 66% | +1% |
| Real Estate | 11% | +1% | 11% | +1% | 9% | −1% |
| Monetary | 5% | 0% | 5% | 0% | 7% | +2% |