Risk-based portfolio
Conservative
A Conservative, Multi-Model Portfolio for Capital Preservation and Steady Income
01
Overview
Strategy
Built from Modern Capital's most conservative fixed income and equity models, this portfolio anchors the range at its most protective point. Fixed income carries the bulk of the mix, held at high average credit quality and short duration, while a limited allocation to dividend-focused U.S. equities adds a modest source of growth. Drawing on several models rather than one diversifies away the single-strategy concentration risk that a stand-alone holding would carry.
02
Composition
03
Key considerations
01 Interest Rate Sensitivity
Low - The fixed income sleeve is built with a short average duration, which limits price sensitivity to interest rate moves but also caps upside if rates fall.
02 Liquidity Risk
Low - The large majority of holdings are daily liquid; a modest allocation to less liquid credit is used selectively for additional income.
03 Home-Country Bias
Moderate - The equity sleeve is entirely domestic and income/quality-oriented, so it carries no international diversification and is more exposed to US market and rate-sensitive sector moves.
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.
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