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(Age 70+) Optimal Diversified Portfolio

0.9%
3.2%
0.3%

OPTIMAL, long-term portfolios diversified across many asset classes. Weights based on risk tolerance and Modern Portfolio Theory with size and value tilts. Rebalanced quarterly. Comparable to Acorns, Personal Capital, Betterment, Wealthfront, FutureAdvisor, etc. without the management fee. See more
0.9%
3.2%
0.3%
Invest in Thematic Portfolios
Create your own customizable basket of up to 30 stocks or ETFs for as low as $9.95.
Motif Index 1 YR Return
(Age 70+) Optimal Diversified Portfolio Benchmark
Open a Motif account to view and trade this basket of stocks:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
53.6% Fixed Income 1.4%
13.0% iShares iBoxx $ Invest Grade Corporate Bond ETF LQD 3.6%
11.3% PIMCO 0-5 Year High Yield Corporate Bond ETF HYS 3.1%
11.3% Vanguard Long-Term Corporate Bond ETF VCLT 5.0%
11.1% 8xxxxxx 8xxxx 8xxx 8xxxxxxx 8xxx 8xxx 8x 8xx 88.8%
7.0% 8xxxxxx 8xxx 8xx 8xxx 8xx 8xxx 8xx 8xxx 88.8%
23.4% US Equity 5.7%
7.0% 8xxxxxxx 8xx 8xx 8xx 8xx 88.8%
3.9% 8xxxxxxxxxx 8x 8x 8xx 8xx 8xxx 8xxxx 8xx 8xx --
3.8% 8xxxxxx 8xx 8xx 8xxx 8xxxx 8xx 8xx --
3.8% 8xxxxxxx 8xx 8xx 8xx 8x 88.8%
2.6% 8xxxxxxx 8xxxxxxxx 8xx 8x 88.8%
2.3% 8xxxxxxxxxx 8xxx 8x 8x 8x 8xx 8xxxxxxx 8 8xx --
12.7% International Equity 6.5%
5.3% 8xxxxxxx 8xxx 8xxxxxxxx 8xxxxxx 8xx 8xx 88.8%
3.0% 8xxxxxxx 8xxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
2.3% 8xxxxxxxxx 8xxxxxxxxxxxx 8xxxx 8xx 8xxxx 8xx 88.8%
2.1% 8xxxxxxx 8xxx 8xxxxxxxx 8xxxx 8xxxx 8xx 8xx 88.8%
6.2% Real Estate 4.7%
3.2% 8xxxxxxx 8xxx 8xxxx 8xx 8xx 88.8%
3.0% 8xxxxxxx 8xxxxx 8xxxx 8xxx 8xxxxx 8xx 8xxx 88.8%
4.2% Commodities 9.9%
2.1% 8xxx 8xxx 8xxxx 8xx 88.8%
2.1% 8xxxxxxxxxx 8xxxxxxx 8xxx 8xxxxxxxx 8xxx 8xx 88.8%

Quotes delayed 15 mins. Currently Oct 17, 2018 7:37:07 PM. Fields are marked with -- when data is unavailable.