A quarterly performance update for Rafalko Advisors’ model portfolios.
Model Portfolios Fact Sheets & Quarterly Performance
The Growth Model Portfolio is comprised of a greater percentage of stocks than bonds and is designed for clients who have at least 7 years of an investing horizon and higher risk tolerance.
The Ultra Conservative Model Portfolio is designed to be very stable and is for investors who want to be very conservative with their assets.
The Conservative Model Portfolio is comprised of stocks and bonds designed for investors who want to reduce the overall risk of their portfolios and place a strong emphasis on current income.
The Balanced Model Portfolio is comprised of stocks and bonds designed for investors who want to participate in the stock market, but reduce the risk associated with an all equity portfolio.
The Growth & Income Model Portfolio is for investors who have a long investment time frame, but desire a moderate degree of risk.