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.

Example Portfolio

Symbol	Cap	Suggested Allocation
VTI	Vanguard Total Stock Market	40%
TLT	iShares 20+ yr Treasury Bond	30%
IEI	iShares 3-7 yr Treasury Bond	10%
GLD	SPDR Gold Shares	20%

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