fbpx

Alpha Architect Robust Pro Portfolio

Alpha Architect Robust Portfolio portfolios can be built with 8 ETFs. It is exposed to between 100% equities and has an allocation to momentum stocks. It is a high-risk portfolio.

What's in this portfolio?

The investment seeks to track the performance of a market-weighted Treasury index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. Treasury 3-10 Year Bond Index. This index includes fixed-income securities issued by the U.S. Treasury (not including inflation-protected bonds), with maturities between 3 and 10 years. At least 80% of the fund's assets will be invested in bonds included in the index.

The investment seeks to track the investment results of the MSCI ACWI Select Metals & Mining Producers ex Gold and Silver Investable Market Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index composed of global equities of companies primarily engaged in mining, extraction or production of diversified metals, excluding gold and silver. The fund is non-diversified.

The investment seeks to track the investment results (before fees and expenses) of the Dorsey Wright Technical Leaders Index. The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of approximately 100 securities from an eligible universe of approximately 1,000 securities of the largest constituents by market capitalization within the NASDAQ US Benchmark Index.

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Value Total Stock Market Index. The index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "value" based on a number of factors.

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree International SmallCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is comprised of the small-capitalization segment of the dividend-paying market in the industrialized world outside the U.S. and Canada. The fund is non-diversified.

The investment seeks to track the investment results of the Russell 2000 Value Index, which measures the performance of the small-capitalization value sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

The investment seeks to track the investment results of the MSCI EAFE Value Index composed of developed market equities, excluding the U.S. and Canada, that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is a subset of the MSCI EAFE Index. Constituents of the underlying index include securities from Europe, Australasia and the Far East.

The investment seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of the MSCI US Investable Market Real Estate 25/50 Index that measures the performance of publicly traded equity REITs and other real estate-related investments. The advisor attempts to track the index by investing all, or substantially all, of its assets-either directly or indirectly through a wholly owned subsidiary, which is itself a registered investment company-in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.

🔓 Your Investment Profile

Aggressive

13%
17%

The aggressive investor tries to maximize returns and can stomach high fluctuations in the markets.

  • Time horizon: Long-Term (8 to 10 Years)
  • Risk Tolerance: High
  • Focal Asset: Stocks
  • Involvement: Very Active

We recommend an aggressive growth strategy. Overweight growth and tech stocks and reduce, but don't eliminate the allocation to bonds or gold to control volatile.

Ultimate Saver

3%
2%

These investors are generally focused on minimizing risks, rather than maximizing returns. They tend to choose assets with very low volatility.

  • Time horizon: Short-Term (0 to 1 Years)
  • Risk Tolerance: Extremely Low
  • Focal Asset: Government Bonds or Cash
  • Involvement: Passive

We recommend a low growth, low volatility strategy. Load up on Short-Term Government Bonds and allocate as little as possible to stocks. However, some small percentage allocated to high-yield stocks can be beneficial in certain cases.

Saver

4.5%
3%

Savers like to allocate most of their capital to very safe, low-volatility assets in order to reduce risks.

  • Time horizon: Mid/Short-Term (1 to 2 Years)
  • Risk Tolerance: Very Low
  • Focal Asset: investment-Grade Bonds
  • Involvement: Passive

We recommend a mix of Short-Term Goverment Bonds and investment-Grade Corporate Bonds. Allocating a small percentage of the capital to high-yield stocks and safe haven assets.

Conservative

6%
5%

A conservative investor is not fond of taking high risks and will prefer to preserve the initial investment over achieving high returns.

  • Time horizon: Mid/Short-Term (2 to 4 Years)
  • Risk Tolerance: Low
  • Focal Asset: Bonds
  • Involvement: Passive

We recommend an alloation dominated by a diversified array of bonds, and some percentage allocated to high-yield stocks.

Moderately Conservative

7%
7%

This type of investor typically seeks low-risk investments with high-yields.

  • Time horizon: Mid-Term (3 to 5 Years)
  • Risk Tolerance: Mid/Low
  • Focal Asset: Bonds & High-Yield Stocks
  • Involvement: Passive

We recommend a high-yield, low-ish growth strategy. A slight overweight on Corporate Bonds and Mid/Long-Term Gov. Bonds, but a healthy percentage of high-yield stocks and safe-haven assets.

Moderate

8%
9%

Moderate investors are comfortable with mild fluctuations in their portfolios. They seek some exposure to higher returns while trying to minimize risks.

  • Time horizon: Mid-Term (4 to 6 Years)
  • Risk Tolerance: Medium
  • Focal Asset: High-Yield Stocks
  • Involvement: Somewhat Active

We recommend a high-yield, high-quality stock portfolio mixed with a diversified group of bonds.

Controlled Growth

9.5%
12%

These investors like to see good, steady returns and to keep an eye on volatility.

  • Time horizon: Mid/Long-Term (5 to 7 Years)
  • Risk Tolerance: Mid/High
  • Focal Asset: Stocks
  • Involvement: Somewhat Active

We recommend a growth strategy with a diversified mix of value and growth stocks and a portion to bonds and safe-haven assets to stabilize your portfolio.

Growth

11%
14%

This type of investor typically seeks investments that offer high returns and are comfortable with a good amount of risk.

  • Time horizon: Long-Term (6 to 8 Years)
  • Risk Tolerance: High/Mid
  • Focal Asset: Growth Stocks
  • Involvement: Active

We recommend a high growth strategy. Overweight growth stocks and allocate a small portion to bonds or gold to stabilize your portfolio.

Aggressive

13%
17%

The aggressive investor tries to maximize returns and can stomach high fluctuations in the markets.

  • Time horizon: Long-Term (8 to 10 Years)
  • Risk Tolerance: High
  • Focal Asset: Stocks
  • Involvement: Very Active

We recommend an aggressive growth strategy. Overweight growth and tech stocks and reduce, but don't eliminate the allocation to bonds or gold to control volatile.

Risk-Taker

15%
20%

This type of investor typically seeks investments with a high-return prospect, but has the risk tolerance to handle volatile markets.

  • Time horizon: Mid/Long-Term (5 to 10 Years)
  • Risk Tolerance: High
  • Focal Asset: Stocks
  • Involvement: Very Active

We recommend a high growth strategy. Overweight growth stocks and allocate a small portion to bonds or gold to stabilize your portfolio.

Ultimate Risk-Taker

18%
24%

This type of investor looks for the highest returns with little to no regard for risk.

  • Time horizon: Long-Term (8 to 20 Years)
  • Risk Tolerance: Extremely High
  • Focal Asset: Growth Stocks & Commodities
  • Involvement: Extremely Active

We recommend a 100% high-growth stock portfolio. Focus on high-return sectors and actively try to time your investments.

Pro Portfolio Report

1 Overview

1.1 Portfolio Allocation

1.3 Key Metrics

Build Your Portfolio

1.1 Pick an Investment Broker

  • For US investors, we recommend Robinhood.com (click for one Free stock)
  • For EU investors, we recommend eToro.com (click for Free signup)
  • -> They offer 0% commission investing, no or low minimum deposits, a simple and powerful platform, and a wide variety of securities.

1.2 Create the account

  • Follow the broker registration steps. They may ask for the following, among other things:
    • Identification document (ID or Passport)
    • Proof that you live at the address you have indicated
    • Sign and accept certain agreements and legal documents (standard)
  • Submit the account application in their app or on their site.
  • You will receive an email within one business day (may vary) confirming your approval or asking for further information.

1.3 Deposit your investment amount

  • Link up your bank account (don’t worry, it’s totally secure)
  • Deposit the amount of money you want to invest

2.1 Enter your portfolio allocation in the table in the next slide:

  1. Enter the total amount you want to invest (for example, $ 10,000) in the upper-right cell.
  2. Insert the following for each asset you want in your portfolio:
    1. Asset name (eg Apple Inc.)
    2. Asset ticker (eg AAPL)
    3. Current price: enter each asset’s current share price (eg, $135) in the corresponding box in the Price per Share column (you can find it under Allocation >> Portfolio Asset Summary)
    4. Desired asset allocation: percentage of your total investment amount you want to allocate towards the asset (eg 30% – we recommend using the optimal allocation for the best results)
    5. Dividend yield: percentage of the asset price it pays in dividends annually (eg 3% dividend yield per year – find that in Yahoo! Finance)
  3. Repeat the previous steps for each asset in the rows below.

2.2 Adjust the broker requirements:

  1. Fractional Shares: if your broker allows you to invest in fractional shares (pieces of stocks), select “Yes”, otherwise, select “No”.
  2. Minimum Amount Per Order: insert your broker’s minimum investment amount (eg $50 per order)

2.3 Review the final result of your portfolio:

  1. The Number of Shares, the Value to Invest and the Annual Expected Dividend columns will show how your portfolio should look according to the Investment Amount and the Allocation you have chosen.
    • The Number of Shares indicates how many shares you can buy of each asset to achieve the desired allocation (eg 10 AAPL shares)
    • Value of Investment shows the money amount to invest (number of shares times the price per share, eg $1,350 value)
    • Annual Expected Dividend shows the dividend cash amount you may get from each asset (value of investment times dividend yield, eg $200 annual dividend)
  2. Cash shows the amount of money that would be leftover when your portfolio is completed.

3.1 Execute your portfolio in your brokerage account:

  1. Search for each asset:
    • Go to your broker’s searcher
    • Enter the asset ticker
  2. Select the number of shares that our table indicates
  3. Choose the type of order you prefer (eg Market Buy)
  4. Execute the orders by clicking “Buy” or “Submit”

3.2 Rebalance your portfolio:

  1. Review this portfolio report periodically (weekly, monthly, etc.)
  2. Update the asset prices on the above table to match the current asset prices.
  3. Determine how many shares to buy or sell to rebalance your portfolio
    • Updated Number of Shares (table) – Actual Number of Shares (broker) = Number of Shares to buy or sell to rebalance your portfolio
    • Eg 10 shares of AAPL – 12 shares of AAPL = -2 shares -> Need to sell 2 shares of AAPL to rebalance your portfolio

Share This Portfolio

Share on facebook
Share on linkedin
Share on twitter
Share on email
×

Table of Contents

Scroll to Top

Join our Free Weekly Newsletter!

Are your ready to get the full financial scoop?

small_c_popup.png

discover the finance world

Account log in

Not a member yet? Sign up Now

small_c_popup.png

discover the finance world

Register Now For Free