Model Portfolios

Four diversified portfolios designed for different comfort levels. Each uses broad, liquid asset classes — no individual stock picking, no market predictions.

Conservative Balanced

Capital preservation with measured growth.

Global Stocks30%
Intermediate Government Bonds45%
Inflation-Protected Bonds15%
Cash / Money Market10%

Core Balanced

A classic balanced approach for most beginners.

Global Stocks55%
Intermediate Government Bonds35%
Inflation-Protected Bonds5%
Cash / Money Market5%

Growth Focus

Long-term growth for patient investors.

Global Stocks80%
Intermediate Government Bonds15%
Cash / Money Market5%

Inflation-Resilient Balanced

Purchasing-power protection with balanced growth.

Global Stocks50%
Intermediate Government Bonds20%
Inflation-Protected Bonds15%
Commodities10%
Cash / Money Market5%

All portfolios are starting points designed for illustration. They do not constitute personalized financial advice. Allocations can be adjusted using the customization slider after selecting a portfolio.