This document is an asset allocation worksheet from UBS Wealth Management for February 2014. It details the current and proposed allocations of various investment categories, including equity, fixed income, alternative investments, and cash equivalents. The document provides a breakdown of specific investments within each category, their current and proposed percentages, and amounts. It also includes a disclaimer about the informational nature of the report and advises consulting with a tax advisor or attorney for personal circumstances.
documents/EFTA00236028.pdf
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