Our Balanced portfolio is generally considered a moderate mix for those seeking a
moderately balanced approach toward growth. It is designed for those with a 10-20
year timeline for their expectations. Our Balanced portfolio uses the classic 60%
growth assets / 40% capital preservation weighting. The 60/40 weighting is often
considered an appropriate benchmark of comparison for many of the world’s largest
AlphaBeta uses a trend-following technique to manage risk. This risk management
approach has been backtested to the 1900s for its effectiveness. And the technique
has been field-tested by traders for decades. AlphaBeta is designed to create a
disciplined, systematic buy/sell approach toward managing risk in your portfolio. The
AlphaBeta approach is not designed to beat the market, its sole function is to actively
manage the downside risk of any portfolio allocation.
Up to nine asset classes. This portfolio has the ability to go to 100% cash.
The buy/sell snapshot is taken once a month, reinforcing a low-turnover approach.
Starting at 1% or just $20 a month to subscribe.