Model Portfolios
Sample portfolios for various goals and time horizons.
Conservative
2 Assets
Preservation
Prioritizes protecting your money.
Ret.4.6%
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Conservative
3 Assets
Defensive
Balances stability with modest growth.
Ret.5.1%
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Balanced
3 Assets
60/40
A classic balanced mix.
Ret.6.0%
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Growth
3 Assets
Diversified
Growth-focused.
Ret.7.2%
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Growth
2 Assets
All Equity
Full stock exposure across US and emerging markets (developing economies).
Ret.7.3%
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Growth
3 Assets
Moonshot
Aggressive stocks plus a Bitcoin allocation for speculative upside.
Ret.8.6%
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