Risk-based portfolio
Moderate
A Balanced, Multi-Model Portfolio for Growth and Income
01
Overview
Strategy
At the midpoint of the range, this portfolio draws on all eight of Modern Capital's model strategies, splitting roughly evenly between fixed income and equity. That breadth spreads risk across sleeves — U.S. and international, income and growth — so no single sector tilt or country concentration defines the portfolio's outcome. It's built for investors who want meaningful growth potential without giving up a substantial income and stability base.
02
Composition
03
Key considerations
01 Market Risk
Moderate-to-high - With equity now the majority allocation, portfolio value is more sensitive to broad market movements than the two more conservative tiers.
02 International Exposure
Moderate - Meaningful exposure to both developed and emerging international markets introduces currency risk and country-specific political and regulatory risk.
03 Reduced Ballast
The fixed income sleeve is smaller and spread across a wider range of credit quality, providing less of a cushion in a market downturn than in more conservative tiers.
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.
