Asset Allocation

Our allocation models can determine how much you want to invest in stocks or bonds.

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Asset Allocation Models

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Core accounts

Our Asset Allocation Models

Our Firm

These allocation models can determine how much you want to invest in stocks or bonds. Our models portray some common different goals-based investment strategies. Keep in mind that there’s no correct or incorrect model, so it’s important to pay close attention to what feels best for your goals and risk tolerance.
Flagship Services: for wealth management clients, we also offer custom, on-demand asset allocation models which include detailed analysis, custom benchmarking, periodic contribution or withdrawal cashflows scenarios, and private client portfolio rebalancing strategies.

Global Advisers Asset Allocation

Growth

Average risk level: higher-than-average

Balanced

Average risk level: medium to medium-high

Income

Average risk level: low to medium-low

Growth

A growth portfolio consists of mostly stocks expected to appreciate, taking into account long-term potential and potentially large short-term price fluctuations. An investor seeking this portfolio has a high-risk tolerance and a long-term investment time horizon. Generating current income isn’t a primary goal.

70% Stocks | 30% Bonds

Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)$10,000
End Balance$259,277
End Balance (inflation-adjusted)$102,761
Annualized return9.75%
Annualized return (inflation-adjusted)6.88%
Best year30.50%
Worst year-24.41%
Stock Market Correlation (risk)0.99

80% Stocks | 20% Bonds

Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)$10,000
End Balance$300,528
End Balance (inflation-adjusted)$119,110
Annualized return10.21%
Annualized return (inflation-adjusted)7.34%
Best year32.26%
Worst year-28.62%
Stock Market Correlation (risk)1

100% Stocks

Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)$10,000
End Balance$390,639
End Balance (inflation-adjusted)$154,825
Annualized return11.04%
Annualized return (inflation-adjusted)8.14%
Best year35.79%
Worst year-37.04%
Stock Market Correlation (risk)1

Balanced

A balanced portfolio invests in both stocks and bonds to reduce potential volatility. An investor seeking a balanced portfolio is comfortable tolerating short-term price fluctuations, is willing to tolerate moderate growth, and has a mid- to long-range investment time horizon.

40% Stocks |60% Bonds

Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)$10,000
End Balance$259,277
End Balance (inflation-adjusted)$102,761
Annualized return9.75%
Annualized return (inflation-adjusted)6.88%
Best year30.50%
Worst year-24.41%
Stock Market Correlation (risk)0.99

50% Stocks | 50% Bonds

Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)$10,000
End Balance$156,407
End Balance (inflation-adjusted)$61,990
Annualized return8.17%
Annualized return (inflation-adjusted)5.35%
Best year25.22%
Worst year-11.78%
Stock Market Correlation (risk)0.94

60% Stocks | 40% Bonds

Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)$10,000
End Balance$221,337
End Balance (inflation-adjusted)$87,724
Annualized return9.25%
Annualized return (inflation-adjusted)6.40%
Best year28.74%
Worst year-20.20%
Stock Market Correlation (risk)0.99

Income

An income portfolio consists primarily of dividend-paying stocks and coupon-yielding bonds. If you’re comfortable with minimal risk and have a short- to midrange investment time horizon, this approach may suit your needs. Keep in mind, that depending on the account, dividends and returns can be taxable.

100% Bonds

Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)$10,000
End Balance$69,231
End Balance (inflation-adjusted)$27,439
Annualized return5.68%
Annualized return (inflation-adjusted)2.93%
Best year18.18%
Worst year-2.66%
Stock Market Correlation (risk)0.06

20% Stocks | 80% Bonds

Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)$10,000
End Balance$106,163
End Balance (inflation-adjusted)$42,076
Annualized return6.98%
Annualized return (inflation-adjusted)4.19%
Best year21.70%
Worst year-3.37%
Stock Market Correlation (risk)0.73

30% Stocks |70% Bonds

Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)$10,000
End Balance$129,505
End Balance (inflation-adjusted)$51,328
Annualized return7.59%
Annualized return (inflation-adjusted)4.78%
Best year23.46%
Worst year-7.57%
Stock Market Correlation (risk)0.87

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