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Horizon Model: 5 Year Conservative

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For the mid-term conservative investor

Motif’s Horizon asset allocation models draw on the Nobel Prize winning research of Harry Markowitz and Modern Portfolio Theory (MPT). We use elements of the MPT to lay the foundation for and develop diversified investment portfolios across all asset classes. The Horizon Models are intended to provide investors with a low-cost and robust asset allocation solution that seeks to diversify across asset classes. Investors and financial advisors can use or customize the Horizon Model motifs to suit their unique investment preferences. This motif is an implementation of Motif’s Horizon Model for mid-term investors that may have a lower tolerance for downside risk in their portfolios. See more
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Create your own customizable basket of up to 30 stocks or ETFs for just $9.95.
Motif Index 1 YR Return
Horizon Model: 5 Year Conservative Benchmark
Open a Motif account to view and trade this basket of stocks for just $9.95:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
52.7% US Bonds 3.6%
52.7% Vanguard Total Bond Market ETF BND 3.6%
26.1% US Equities 19.5%
26.1% Vanguard Total Stock Market ETF VTI 19.5%
16.4% International Bonds 3.5%
4.9% Real Estate 5.8%
4.9% 8xxxxxxx 8xxx 8xxxx 8xx 8xx 88.8%
0.3% International Equities 23.3%
0.3% 8xxxxxxx 8xxxx 8xxxxxxxxxxxx 8xxxx 8xx 8xxx 88.8%
0.0% Commodities --
0.0% 8xxxxxxxxxx 8xxxxxxx 8xxx 8xxxxxxxx 8xxx 8xx 88.8%

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