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The No-Brainer Portfolio

Hello there! Welcome to Your BullGlobe Porfolio
This portfolio by William Bernstein follows a very simple diversification strategy with only 4 asset classes. It is comprised of three classes of Stocks for a total of 75% of the allocation and 25% allocated to Short-Term Bonds.

Your Investment Profile

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

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.

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.

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Steps to Build Your Portfolio

BullGlobe 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)
  • Follow the registration steps in your brokerage site.
  • 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
  • Check periodically to re-balance your portfolio and maintain it optimized.
  • BullGlobe Portfolio 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)
  • Follow the registration steps in your brokerage site.
  • 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
  • Check periodically to re-balance your portfolio and maintain it optimized.
  • Overview Allocation Performance Risk Correlation Optimization Forecast Dividends

    1. Overview

    1.1 Allocation

    1.2 Portfolio Performance

    1.3 Key Metrics

    2. Allocation

    2.1 Portfolio Assets

    2.2 Allocation

    2.3 Asset Classes

    3. Performance

    3.1 Asset Performance

    3.1.2 Yearly Asset Performance

    3.2 Portfolio Performance

    3.2.1 Yearly Portfolio Performance

    3.2.2 Portfolio Performance Metrics

    4. Risk Analysis

    4.1 Asset Risk

    4.1.1 Asset Risk Metrics

    4.1.2 Asset Volatility Histogram

    4.1.2 Asset Maximum Drawdown

    4.2 Portfolio Risk Analysis

    4.2.1 Portfolio Risk Metrics

    4.2.2 Portfolio Volatility Histogram

    4.2.3 Portfolio Maximum Drawdown

    4.2.3 Portfolio Value At Risk

    5. Correlations

    5.1 Correlation Matrix

    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.

    6.2 Efficient Frontier Points

    7. Portfolio Forecast

    7.1 Monte Carlo Simulation

    7.2 Scenario Analysis

    Base Case Scenario

    Best Case Scenario

    Worst Case Scenario

    8. Dividends

    8.1 Portfolio Dividend History

    8.2 Dividend Summary

    Best Case Scenario

    We strive to bring you financial success

    So, let's get started!

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