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The Ideal Index Portfolio

Hello there! Welcome to Your BullGlobe Porfolio
This portfolio by Frank Armstrong provides a very simple yet clever diversification strategy by allocating 62% to stocks, 30% to short-term government bonds and 8% to real estate investments. This strategy outweighs value stocks over growth with long-term investing as a principal.

🔓 Your Investment Profile

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.

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.

Slide right to see more

1 Overview

1.1 Allocation

1.2 Portfolio Performance

1.3 Key Metrics

2 Allocation

2.1 Portfolio Asset Summary

2.2 Portfolio Allocation

2.3 Asset Classes

3 Performance

3.1 Asset Performance

3.1.1 Historical Asset Performance

3.1.2 Yearly Asset Performance

3.2 Portfolio Performance

3.2.1 Historical Portfolio Performance

3.2.2 Yearly Portfolio Performance

3.2.3 Portfolio Performance Metrics

4 Risk Analysis

4.1 Asset Risk Analysis

4.1.1 Asset Risk Metrics

4.1.2 Asset Volatility Histogram

4.1.3 Asset Historical Drawdown

4.2 Portfolio Risk Analysis

4.2.1 Portfolio Volatility Histogram

4.2.2 Portfolio Historical Drawdown

4.2.3 Portfolio Value at Risk

5 Correlations

5.1 Correlation Matrix

6 Portfolio Optimization

6.1 Efficient Frontier Line

🤔 What does this mean?

The above chart is known as Efficient Frontier Chart:

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

The green 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.

7 Portfolio Forecast

7.1 Monte Carlo Simulation

7.2 Scenario Analysis

7.2.1 Base Case Scenario

7.2.1 Best Case Scenario

7.2.1 Worst Case Scenario

>

👨‍💻 Build Your Portfolio

In this section we offer you a guide with the steps to build your portfolio from scratch.

A portfolio is the set of assets in which a person or company invests. There are thousands of assets at your disposal and each one has different characteristics and purposes, which makes creating an investment portfolio quite difficult. Therefore, it is important to have a strategy that fits your investor profile.

Discover your investment strategy

Steps to Build your Portfolio

Here are the steps to build this portfolio:
  1. Build your portfolio in the table below:

    1. Enter the amount you want to invest (for example, $ 1,000) in the upper-right cell.
    2. Make sure the listed Share Prices are up to date:
      • If they are up to date, do not change anything in the Price per Share column
      • If they are not up to date, look up each Ticker (eg ITOT) on Yahoo! Finance and enter its current price (for example, $ 73.09) in the appropriate box in the Price per Share column in the table below.
    3. Adjust the Distribution percentages to reflect the optimal percentages that we indicated throughout our analysis (for example, 30% in ITOT, 20% in VEA and 50% in BND).
      • Adjust the percentages as you want, you can do all the tests you want, although we recommend adhering to the Optimal Distribution.
      • The default percentages show the Initial Distribution.
    4. The Number of Shares and Value to Invest columns will show how your portfolio should look according to the Amount to Invest and the Distribution you have chosen.
      • Number of Shares indicates how many shares you can buy of each asset to achieve the desired distribution (for example, 12 ITOT shares)
      • Value to Invest shows the monetary amount to invest (the total price of the investment in each asset)
    5. The Cash line shows the amount of cash you would have left at the end of your portfolio.
      • If the cash is positive, you would have some excess cash for future investments.
      • If the cash is negative, you would need that amount of cash to complete your portfolio (at a minimum).
  2. Create an account with an online broker (there are several FREE and totally reliable options).

    • We recommend Robinhood.com
      • 0% commissions
      • Good customer service
      • Simple and powerful platform
    • Follow the broker registration steps. Among other things, you may need:
      • Identification document (ID or Passport)
      • Proof that you live at the address you have indicated
      • Sign and accept certain agreements and legal documents (standard)
  3. Deposit the amount you want to invest (you can always add or withdraw whenever you want)

  4. Create your portfolio with the assets of your choice. To create this portfolio:

    1. Search for each asset by going to your broker's search engine and entering the asset's Ticker (for example, search for ITOT)
    2. Choose the number of shares that our table indicates (for example, 12 shares)
    3. Choose the type of order you want to use (for example, Market Buy) More about this
    4. Execute the order to buy the shares
  5. Periodically review your portfolio to rebalance the distribution and keep it optimized.

📋 Your Investment Strategy

Click below to go to your customized strategy:

We strive to bring you financial success

So, let's get started!

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