Model Portfolios

BSD Investing model portfolios

Create your own 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

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

Equity Fixed Income

Market

Emerging Developed

Investment zone

US Europe Asia

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 Bond

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 growth

Europe Large-Cap

Europe MC

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 inflation-linked bonds EUR hedged

Global Large-Cap

Italy Large-Cap

Japan Large-Cap

Other

Sector Techno US Nasdaq

Spain Large-Cap

Switzerland Large-Cap

Thematic ACWI

Thematic Asia Ex Japan

Thematic Developed

Thematic EM

Thematic Europe

Thematic Eurozone

UK government bonds

UK Large-Cap

US government bonds

US growth

US high-yield bonds

US investment-grade bonds

US Large-Cap

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