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The 60/40 Portfolio is one of the most common, simple strategies mainly used in passive investing. The portfolio consists of allocating 60% of the capital to stocks and 40% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects. 

Your Investment Profile

Your Profile
Ultimate Saver
Saver
Conservative
Moderately Conservative
Moderate
Growth
Aggressive
Risk-Taker
Ultimate Risk-Taker

Controlled Growth


9.5%

12%

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

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.

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.

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.

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.

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.

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.

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

Growth


11%

14%

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

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.

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.

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.

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

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▶ How does this tool work?

Steps to Build Your Portfolio

Show the Portfolio Builder

    1. Update the asset prices on the above list (you will be able to find the most current prices on the internet by searching the tickers)
    2. Update the allocations on the list to match the optimal allocation (feel free to play around with the percentages as you please)
    3. Insert the amount you want to invest above
    4. Click CALCULATE
    5. Create an account with a broker (there are multiple FREE options)

 

 

 

 

 

 

 

  1.  
  2. Follow the registration steps in your brokerage site.
  3. Deposite the amount of money you want to invest (you can always add more or take it out whenever you want)
    1. Search for each individual asset by Ticker E.g. search ITOT
    2. Choose the numbers of shares displayed below E.g. 5 Shares of ITOT
    3. Choose an Order Type (explained in one of our videos) E.g. Market Buy
    4. Click BUY
  4. Check periodically to re-balance your portfolio and maintain it optimized.

Steps To Build Your Portfolio

    1. Update the asset prices on the above list (you will be able to find the most current prices on the internet by searching the tickers)
    2. Update the allocations on the list to match the optimal allocation (feel free to play around with the percentages as you please)
    3. Insert the amount you want to invest above
    4. Click CALCULATE
    5. Create an account with a broker (there are multiple FREE options)

 

 

 

 

 

 

 

  1.  
  2. Follow the registration steps in your brokerage site.
  3. Deposite the amount of money you want to invest (you can always add more or take it out whenever you want)
    1. Search for each individual asset by Ticker E.g. search ITOT
    2. Choose the numbers of shares displayed below E.g. 5 Shares of ITOT
    3. Choose an Order Type (explained in one of our videos) E.g. Market Buy
    4. Click BUY
  4. Check periodically to re-balance your portfolio and maintain it optimized.

▶ How does this tool work?

×

1. Overview


2. Allocation

 


3. Performance

 


4. Risk

 


5. Correlation

 


6. Optimization

 


7. Forecast

 


 


▶ Portfolio Report

 


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Investor Profile

 


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Sections

Overview
Allocation
Performance
Risk
Correlation
Optimization
Forecast
Dividends

1. Overview

1.1 Allocation


▶ What does this mean?

1.2 Portfolio Performance

 




▶ What does this mean?

1.3 Key Metrics

▶ What does this mean?

2. Allocation

2.1 Portfolio Assets

▶ What does this mean?

2.2 Allocation

▶ What does this mean?

2.3 Asset Classes

▶ What does this mean?

3. Performance

3.1 Asset Performance

 




▶ What does this mean?

3.1.2 Yearly Asset Performance

▶ What does this mean?

3.2 Portfolio Performance

 




▶ What does this mean?

3.2.1 Yearly Portfolio Performance

▶ What does this mean?

3.2.2 Portfolio Performance Metrics

▶ What does this mean?

4. Risk Analysis

4.1 Asset Risk

4.1.1 Asset Risk Metrics

▶ What does this mean?

4.1.2 Asset Volatility Histogram

▶ What does this mean?

4.1.2 Asset Maximum Drawdown

▶ What does this mean?

4.2 Portfolio Risk Analysis

4.2.1 Portfolio Risk Metrics

▶ What does this mean?

4.2.2 Portfolio Volatility Histogram

▶ What does this mean?

4.2.3 Portfolio Maximum Drawdown

▶ What does this mean?

4.2.3 Portfolio Value At Risk

▶ What does this mean?

5. Correlations

5.1 Correlation Matrix

▶ What does this mean?

5.2 Rolling Correlations

6. Optimization

6.1 Efficient Frontier Line

To your left is a chart known as Efficient Frontier Chart:

  1. The horizontal (x) axis lays out the volatility measure (the standard deviation) of the portfolios.
  2. The vertical (y) axis shows the expected return measure of the portfolios.
  3. Each asset is displayed in a different-colored dot.

The red line is known as the Efficient Frontier Line. It outlines the perfect portfolio combinations in terms of risk and return. A combination that is above the line is not possible. In Bullglobe, we position ourselves on the line and give you the best combination in the universe of possibilities.

▶ What does this mean?

6.2 Efficient Frontier Points

7. Portfolio Forecast

7.1 Monte Carlo Simulation

 



▶ What does this mean?

7.2 Scenario Analysis

Base Case Scenario

Best Case Scenario

Worst Case Scenario

▶ What does this mean?

8. Dividends

8.1 Portfolio Dividend History

8.2 Dividend Summary

Best Case Scenario

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