Core Portfolios

[Midnight122]

The previous core portfolios were great. What strategies were used and percentages for each conservative, moderate and aggressive? The new portfolios have leverage which I’m not a fan of, thanks

[NickW]

I agree. How can we recreate the old Core Portfolios?
It would be nice to have the old ones running alongside the new one. Maybe version 1 vs version 2.

[Alex @ Logical Invest]

Here the allocations of the previous portfolio versions at the strategy level:

Conservative:
BUG: 24
NAS100: 40
DOW30: 36

Moderate:
NAS100: 50
USMarket: 10
DOW30: 40

Aggressive:
NAS100: 55
UISx3: 15
DOW30: 30

If you click on the “pencil” icon of any portfolio you can update the strategies and %’s and save as your custom portfolio. Or use the Portfolio Optimizer to see several variations and pick your preferred one based on risk/return or other preferences.

[Midnight122]

Thank you very much sir.

[Author]

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