In keeping with the maritime theme of Alliance Wealth Management and our tag line of “Guiding you on your financial journey”, we have decided to give our 5 model portfolios the name of famous ships in history that best describes what that model portfolio is designed to do. We hope you find this educational and entertaining while also allowing for a better understanding each individual model.
This portfolio is designed purely for capital preservation utilizing a diversified selection of cash and cash equivalents, short duration fixed income, and possibly a very small sleeve of equity, depending on economic conditions.
This portfolio has a diversified makeup of 60% fixed income and 40% equities, this portfolio looks to preserve as much of your principal as possible while seeking modest gains.
This is a well-diversified model blending different asset classes, domestic and international exposure, as well as growth and value securities. This model strives to deliver Alpha on a risk adjusted basis, while providing a level of downside protection.
This portfolio is a traditional 80% equity - 20% fixed income, this model strives to achieve strong growth, while providing some level of downside protection through diversification of varying asset classes.
This model seeks to outperform the S&P 500 by utilizing a complement of tactical and strategic sleeves to take advantage of current market and economic conditions.