ALLOCATION MODELS
Sample Portfolio Models
Explore diversified asset allocation blueprints modeled for different risk appetites and time horizons.
Aggressive Growth (90/10)
90% Global Equities (Total Stock Market + International) / 10% Bonds. Optimized for long-term compounders.
Balanced Classic (70/30)
70% Total Stock Index / 20% Aggregate Bonds / 10% Real Estate REITs. Balances growth with downside mitigation.
Capital Preservation (40/60)
40% Equities / 40% Short-term Treasuries / 20% Inflation-Protected Securities. Built for near-retirement stability.