Aggressive Portfolio
- Aggressive risk
- Emphasizes long-term growth and maximum capital appreciation, and represents an aggressive strategy
- Long-term investment horizon
- Target Allocation: 100% Equity
STRATEGY:
This portfolio is invested in a combination of equities, commodities, and real estate holdings with higher volatility. This portfolio is comprised of Large Cap Stocks, Mid Cap Stocks, Small Cap Stocks, commodities, REITs, precious metals and other alternative investments. It is diversified from a risk perspective. The goal is to provide maximum growth. The strategy is managed by Values First Advisors, American Values Investments, Stewardship Partners and Eventide Asset Management.
Firm |
Model Folio |
Style |
Target Allocation |
|
1 |
American Values Investments, Inc. |
AVI 1 - American Values Equity - No cash |
Multi Cap Core-Blend |
25.00% |
2 |
Eventide Asset Managment, Inc. |
Eventide Healthcare Folio |
Healthcare |
5.00% |
3 |
Eventide Asset Managment, Inc. |
Eventide Midcap Folio |
Mid Cap Core-Blend |
10.00% |
4 |
Stewardship Partners Inv Counsel |
Global Concentrated Tactical BRI Portfolio |
Large Cap Growth |
10.00% |
5 |
Stewardship Partners Inv Counsel |
International Tactical BRI Portfolio |
International |
15.00% |
6 |
Values First Advisors, Inc |
VFA Alternative Investments |
Not Classified |
5.00% |
7 |
Values First Advisors, Inc |
VFA Multi-Cap Blend |
Multi Cap Core-Blend |
10.00% |
8 |
Values First Advisors, Inc |
VFA REIT |
Real Estate |
5.00% |
9 |
Values First Advisors, Inc |
VFA Small Cap Focus |
Small Cap Core-Blend |
15.00% |
* All accounts have a minimum target allocation for cash of 3-5%.
* Target Allocations are the starting point for each account. Market fluctuations will affect the actual allocation. We bring accounts back into alignment through occassional rebalancing (typically done annually).
* Consult your investment advisor before making any investment decision.
* Disclaimer: As part of our ongoing effort to ensure quality for our clients, we may at our discretion change the money managers (Firms) in this portfolio and/or the amounts allocated to each manager if we believe it is in the best interests of our clients. We may also at our discretion change the allocations of the Model Folios and Styles. See Discretionary Advisory Agreement for more information.