Model Portfolios

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

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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.

Asset class

Other Equity Fixed Income

Market

Emerging Developed

Investment zone

US Europe Asia

Other - Equity - Fixed Income -

Strategy

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

Alternative Energy

Asia Ex Japan Equity

Biotech

China Large-Cap

Commodities Gold

Crypto Infrastructure

Ecology

Emerging debt Lcl Ccy

Emerging markets Large-Cap

Equities Gold

EUR Money Market

Euro government bonds

Euro high-yield bonds

Euro inflation-linked bonds

Euro investment-grade bonds

Europe Equity Income

Europe growth

Europe Large-Cap

Europe Small-Cap

Europe value

Eurozone Large-Cap

Financial

France Large-Cap

France Money Market

France SMC

Germany Large-Cap

Global bonds EUR hedged

Global corporate bonds EUR hedged

Global Equity Income

Global inflation-linked bonds EUR hedged

Global Large-Cap

India Equity

Italy Large-Cap

Japan Large-Cap

Sector Techno US Nasdaq

Spain Large-Cap

Strategic Beta EM LC

Strategic Beta EM SC

Strategic Beta Europe Equity Income

Strategic Beta Europe LC

Strategic Beta Europe SC

Strategic Beta Eurozone LC

Strategic Beta Global Equity Income

Strategic Beta Japan AC

Strategic Beta US LC

Strategic Beta US LC Equity Income

Switzerland Large-Cap

Thematic ACWI

Thematic Asia Ex Japan

Thematic Developed

Thematic EM

Thematic Europe

UK government bonds

UK Large-Cap

US government bonds

US growth

US high-yield bonds

US investment-grade bonds

US Large-Cap

US LC Equity Income

US Small-Cap

US value

USD Money Market Short Term

Water

Japan Large-Cap

Switzerland Large-Cap

UK Large-Cap

US Large-Cap

3. Portfolio risk profile

Cautious

Balanced

10%

Dynamic

17%

Risk

Model Portfolios