Risk-based portfolio
Aggressive
A Growth-Oriented, Multi-Model Portfolio for Maximum Long-Term Appreciation
01
Overview
Strategy
At the top of the range, this portfolio is built almost entirely from Modern Capital's growth-oriented U.S. and international equity models, with only a thin fixed income allocation retained for diversification rather than downside protection. Blending across multiple growth and emerging-market strategies — rather than concentrating in a single one — spreads out the country- and sector-specific risk that comes with pursuing the range's highest long-term return potential. It's built for investors with a long time horizon and the tolerance for significant short-term volatility that pursuing that growth requires.
02
Composition
03
Key considerations
01 Volatility
Highest of the five tiers - Minimal fixed income ballast means portfolio value moves closely with global equity markets.
02 Emerging & Frontier Markets
Elevated - The largest allocation to emerging and frontier markets of any tier, with corresponding currency, political, and liquidity risk.
03 Income
Lowest of the five tiers - This portfolio is built for growth, not current income.
Investors should consider the strategy’s investment objectives, risks, and fees before investing. All investments involve risk, including possible loss of principal. Target asset class weights are subject to change over time based on market conditions and portfolio management discretion. Past performance is not indicative of future results. This information is for informational and illustrative purposes only and is not investment advice, a solicitation, or an offer to buy or sell any security.
Ask us for the fact sheet.
