All-Weather Model

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All-Weather Model

The goal of the All-Weather Model is to provide a balanced portfolio with solid long-term growth and a moderate to low-risk profile.

The portfolio is suited for investors who desire minimal account activity. Once the positions are established, the portfolio should be rebalanced every January.

There will be 4 to 5 primary holdings within the portfolio.

The All-Weather Model will typically rebalanced annually every January.

Additionally, the Risk Management Indicators at Think 2 Retire are also applied to this model in an effort to provide additional volatility control and long-term growth. See the website's Risk Management Indicator and Video Library section for more details.

The allocation percentages mentioned in the example portfolio below are not those suggested in the current model allocation. They're for illustrative purposes only.

As always, the subscriber is welcome to deviate from the model's current allocation suggestions to meet their individual needs.

Example Portfolio

VTI Vanguard Total Stock Market 35%
TLT iShares 20+ yr Treasury Bond 30%
IEI iShares 3-7 yr Treasury Bond 15%
GLD SPDR Gold Shares 20%
All-Weather Model
All-Weather Model

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