Portefeuilles modèles

BSD Investing model portfolios

CAUTIOUS

An active/passive fund allocation portfolio model with limited risk exposure

Maximize return with volatility x%
3 to 10 universes
Equity 40% / Fixed Income 60%
Selected from 18 Equity & 14 Fixed Income universes

SELECT

BALANCED

An active/passive fund allocation portfolio model with moderate risk exposure

Maximize return with volatility x%
3 to 10 universes
Equity 40% / Fixed Income 60%
Selected from 18 Equity & 14 Fixed Income universes

SELECT

DYNAMIC

An active/passive fund allocation portfolio model allowing for higher risk exposure

Maximize return with volatility x%
3 to 10 universes
Equity 40% / Fixed Income 60%
Selected from 18 Equity & 14 Fixed Income universes

SELECT

History

1. Customize your constraints

	Universes	Weight Min		Weight Max
					0 100
					0 100
					0 100
					1 10

2. Select asset classes of your portfolio

By default, all universes are included. You can exclude a kind of fund universe by clicking on the category.

Classe d'actifs

Other Equity Fixed Income

Marché

Emerging Developed

Zone d'investissement

US Europe Asia

Other - Equity - Fixed Income -

Stratégie

Growth Large-Cap Small-Cap Govies High-Yield Aggregate Corporate Inflation-Linked Value

3. Portfolio risk profile

Cautious

Balanced

10%

Dynamic

17%

Risk

Portefeuilles modèles