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Ult. Buy & Hold WW 30% Eq. Taxable


Ultimate buy and hold, massively diversified, worldwide 30% equity portfolio of best-in-class ETFs for taxable accounts. Based on academic research & 50+ years of experience, this portfolio taps a wide range of asset classes to deliver high returns per unit of risk and the defensive benefits of owning thousands of stocks across many industries and geographies. Go to to learn about selecting the bond-equity mix & motif right for you. You'll also help sustain the work of the See more
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Create your own customizable basket of up to 30 stocks or ETFs for just $9.95.
Motif Index RTN Since Creation
Ult. Buy & Hold WW 30% Eq. Taxable 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
68.1% Bonds 2.3%
16.0% US Stocks 20.0%
4.1% 8xxxxxx 8xx 8xxxxxxx 8xx 8xxxx 8xxxx 8xx 8xx 88.8%
4.0% 8xxxxxxx 8xxxxxx 8xxx 8xxxx 8xxxx 8xx 8xxx 88.8%
3.9% 8xxxxxxx 8xx 8xx 8xx 8xx 88.8%
3.9% 8xxxxxxx 8xx 8xxxx 8xx 8xx 8xxxx 8xx 8xxx 88.8%
15.9% WW Ex-US Stocks 31.2%
3.2% 8xxxxxxxxx 8xxxxxxxxxxxx 8xxxx 8xx 8xxxx 8xx 88.8%
3.2% 8xxxxxxx 8xxx 8xxxxxxxx 8xxxx 8xxxx 8xx 8xx 88.8%
3.2% 8xxxxxxx 8xxx 8xxxxxxxx 8xxxxxx 8xx 8xx 88.8%
3.1% 8xxxxxx 8xxx 8xxx 8xxxx 8xxxx 8xx 8xx 88.8%
1.6% 8xxxxxxx 8xxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
1.6% 8xxx 8xx 8xxxxxxx 8xxxxxx 8xxxx 8xx 8xx 8xx 88.8%

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