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New Era Portfolio


Tailoring To The Global Tilt

Mohamed El-Erian, the former CEO and co-investment chief of investment management firm Pimco, suggested this asset-allocation strategy in his 2008 book When Markets Collide.[1] In the book, El-Erian advocates for higher exposure to international assets to reflect a global economy that has become notably less US-focused – only one-third of the portfolio’s equity allocation is to US stocks. By holding international stocks and bonds, the portfolio targets global diversification and lower volatility, respectively. In addition, El-Erian suggests holding real assets such as real estate and commodities to provide an inflation hedge along with an exposure to special opportunities to spinoffs, IPOs, and “thematic tilts” in an effort to seek timely opportunities to boost returns.[2] See more
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Motif Index 1 YR Return
New Era Portfolio Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
49.5% Equities 21.3%
15.8% Vanguard Total Stock Market ETF VTI 19.5%
15.3% Vanguard FTSE Developed Markets ETF VEA 23.3%
11.7% 8xxxxxxx 8xxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
6.8% 8xxxxxxxxxx 8xxxxx 8xxxxx 8xxxxxx 8xxxxx 8xx 88.8%
22.9% Real Assets 7.1%
7.2% 8xxxxxxxxxx 8xxxxxxx 8xxx 8xxxxxxxx 8xxx 8xx 88.8%
5.8% 8xxxxxxx 8xxx 8xxxx 8xx 8xx 88.8%
4.9% 8xxxxxx 8xx 8xxxxx 8xxxxxxxxxxxxx 8xxxx 8xx 88.8%
4.9% 8xxxxxxx 8xxxxxxxxx 8xxxxxxxxxxxxxxxxxx 8xxx 88.8%
19.6% Bonds 3.5%
11.8% Vanguard Total International Bond Index ETF BNDX 3.5%
7.8% 8xxxxxxx 8xxxx 8xxx 8xxxxx 8xx 8xx 88.8%
8.0% Special Opportunties 13.9%
2.7% 8xxxxxxxxx 8xx 8xxx 8xx 8xx 8xx 88.8%
2.7% 8xxxxxxxxx 8xxxxxxxxxx 8xxxx 8xx 8xxx 88.8%
2.6% 8x 8xxxx 8xxxxxxxxxxxxx 8xxxxxx 8xx 8xx 88.8%

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