Model Portfolio Investment Options

Participants in the Tri-City Medical Center retirement program may select one of the following ten (10) risk-based model portfolios (PIA Dimensions Portfolios℠). These portfolios have been created by Prudent Investor Advisors, the investment advisor to the TCMC retirement program, and are based on the firm’s investment philosophy which is detailed in this seven-page paper: Prudent Investor Advisors Investment Philosophy (PDF)

Quarterly Performance Reports

The performance reports for all model portfolios can be downloaded from the following links:

2021

2020

Fact sheets and descriptions of each model portfolio are available below:

PIA Dimensions 100/0 Portfolio℠ (AGGRESSIVE)

The PIA Dimensions 100/0 Portfolio℠ is intended for investors with an aggressive tolerance for risk. Comprised of 100% equity funds and 0% fixed income funds, the Portfolio seeks aggressive growth of capital over long time horizons. This portfolio will experience significant short-term volatility. The portfolio is monitored and is automatically rebalanced on an annual basis or as needed

Details of PIA Dimensions 100/0 Portfolio℠

PIA Dimensions 90/10 Portfolio℠ (AGGRESSIVE)

The PIA Dimensions 90/10 Portfolio℠ is intended for investors with an aggressive tolerance for risk. Comprised of 90% equity funds and 10% fixed income funds, the Portfolio seeks aggressive growth of capital over long time horizons. This portfolio will experience significant short-term volatility. The portfolio is monitored and is automatically rebalanced on an annual basis or as needed.

Details of PIA Dimensions 90/10 Portfolio℠

PIA Dimensions 80/20 Portfolio℠ (AGGRESSIVE)

The PIA Dimensions 80/20 Portfolio℠ is intended for investors with an aggressive tolerance for risk. Comprised of 80% equity funds and 20% fixed income funds, the Portfolio seeks aggressive growth of capital over long time horizons. This portfolio will experience significant short-term volatility. The portfolio is monitored and is automatically rebalanced on an annual basis or as needed.

Details of PIA Dimensions 80/20 Portfolio℠

PIA Dimensions 70/30 Portfolio℠ (AGGRESSIVE)

The PIA Dimensions 70/30 Portfolio℠ is intended for investors with a moderate tolerance for risk. Comprised of 70% equity funds and 30% fixed income funds, the Portfolio seeks significant growth of capital over long time horizons. This portfolio will experience large short-term volatility. The portfolio is monitored and is automatically rebalanced on an annual basis or as needed.

Details of PIA Dimensions 70/30 Portfolio℠

PIA Dimensions 60/40 Portfolio℠ (MODERATE)

The PIA Dimensions 60/40 Portfolio℠ is intended for investors with a moderate tolerance for risk. Comprised of 60% equity funds and 40% fixed income funds, the portfolio seeks moderate growth of capital over long time horizons. This portfolio will experience large short-term volatility. The portfolio is monitored and is automatically rebalanced on an annual basis or as needed.

Details of PIA Dimensions 60/40 Portfolio℠

PIA Dimensions 50/50 Portfolio℠ (MODERATE)

The PIA Dimensions 50/50 Portfolio℠ is intended for investors with a moderate tolerance for risk. Comprised of 50% equity funds and 50% fixed income funds, the Portfolio seeks moderate growth of capital over long time horizons. This portfolio will experience large short-term volatility. The portfolio is monitored and is automatically rebalanced on an annual basis or as needed.

Details of PIA Dimensions 50/50 Portfolio℠

PIA Dimensions 40/60 Portfolio℠ (MODERATE)

The PIA Dimensions 40/60 Portfolio℠ is intended for investors with a moderate tolerance for risk. Comprised of 40% equity funds and 60% fixed income funds, the Portfolio seeks conservative growth of capital over long time horizons. This portfolio will experience moderate short-term volatility. The portfolio is monitored and is automatically rebalanced on an annual basis or as needed.

Details of PIA Dimensions 40/60 Portfolio℠

PIA Dimensions 30/70 Portfolio℠ (CONSERVATIVE)

The PIA Dimensions 30/70 Portfolio℠ is intended for investors with aconservative tolerance for risk. Comprised of 30% equity funds and 70% fixed income funds, the Portfolio seeks conservative growth of capital over long time horizons. This portfolio will experience moderate short-term volatility. The portfolio is monitored and is automatically rebalanced on an annual basis or as needed.

Details of PIA Dimensions 30/70 Portfolio℠

PIA Dimensions 20/80 Portfolio℠ (CONSERVATIVE)

The PIA Dimensions 20/80 Portfolio℠ is intended for investors with aconservative tolerance for risk. Comprised of 20% equity funds and 80% fixed income funds, the Portfolio seeks conservative growth of capital over long time horizons. This portfolio will experience moderate short-term volatility. The portfolio is monitored and is automatically rebalanced on an annual basis or as needed.

Details of PIA Dimensions 20/80 Portfolio℠

PIA Dimensions 0/100 Portfolio℠ (DEFENSIVE)

The PIA Dimensions 0/100 Portfolio℠ is intended for investors with a defensive outlook towards risk. Comprised of 0% equity funds and 100% fixed income funds, the Portfolio seeks preservation of capital over short to intermediate time horizons. This portfolio will experience moderate short-term volatility. This portfolio may not be appropriate for investors with long-term time horizons. The portfolio is monitored and is automatically rebalanced on an annual basis or as needed.

Details of PIA Dimensions 0/100 Portfolio℠