Global Advisers Asset Allocation

Asset Allocation

Galleon Asset Allocation Models

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.

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.
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

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

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

Easy view
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

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

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

Detailed view

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.
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

Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)$10,000
End Balance$187,009
End Balance (inflation-adjusted)$74,118
Annualized return8.73%
Annualized return (inflation-adjusted)5.89%
Best year26.98%
Worst year-15.99%
Stock Market Correlation (risk)0.97

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

Easy view
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

Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)$10,000
End Balance$187,009
End Balance (inflation-adjusted)$74,118
Annualized return8.73%
Annualized return (inflation-adjusted)5.89%
Best year26.98%
Worst year-15.99%
Stock Market Correlation (risk)0.97

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

Detailed view

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.
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

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

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

Easy view
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

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

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

Detailed view

Lower investment costs keep more of your money working for you

See how we keep your long-term costs down, so you have a better chance of long-term investing success.
*This fee calculator assumes the maximum iCore fees, which is 0.04%. Fees range from 0.0% to 0.04%. Fee calculator results do not take market value fluctuations into consideration. Custodian may charge a commission when securities are bought or sold in iCore accounts. Commissions and other fees (if any) are not calculated in this simulation. Fees for wealth management and fully managed accounts are higher. For informational purposes only.

Fees over ten years

We believe in a long-term approach to investing. Enter the amount you want to invest and see what your fees might be over a ten-year period of time. Note that fees will fluctuate as the value of the account changes. For example: if you enter $10,000, you can expect to pay $400 over that period of time, or $40 per year. This assumes that the value of the account does not fluctuate.
No commas or special characters.
Fees over ten years*$
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