Core Portfolios

No fuzz, no geeky stuff - simple as can be! Each of the three core portfolio is designed for a specific investor group. Wether you look primarily for capital preservation, solid and steady growth or have some money for speculative investment - we have you covered.


Card image cap
Conservative Risk Portfolio

Recommended for: Capital Preservation & Liquidity, Close to or in retirement.  The Conservative Portfolio is appropriate for an investor with a low risk tolerance and a time horizon from immediate to longer than 3 years. Conservative investors are not willing to accept periods of extreme market volatility and are seeking returns that match or slightly outpace inflation.…

Card image cap
Moderate Risk Portfolio

Recommended for: Capital Accumulation: Savers, 10-20 years to retirement.  The Moderate Risk Portfolio is appropriate for an investor with a medium risk tolerance and a time horizon longer than five years. Moderate investors are willing to accept periods of moderate market volatility in exchange for the possibility of receiving returns that outpace inflation by a significant margin.…

Card image cap
Aggressive Risk Portfolio

Recommended for: Capital Growth, Early in career, Speculative Investment The Aggressive Risk Portfolio is appropriate for an investor with a high risk tolerance and a time horizon longer than 10 years. Aggressive investors are willing to accept periods of extreme ups and downs in exchange for the possibility of receiving higher relative returns over the long term. The longer time horizon is needed to allow investments to recover in the event of a sharp downturn. This portfolio is heavily weighted with stocks which are historically more volatile than bonds.…

Return = CAGR, Risk = annualized volatility, Risk/Return = Sharpe Ratio, Data for last 5 years