When you have a long-term goal - like a retirement that’s 15 years away or building a legacy for your children - time is your greatest asset. But to make that time work for you, you need an engine that can outpace inflation and capture global innovation.
That is exactly why we created the Dynamic Portfolio.
What is it?
The Dynamic Portfolio is a "pure-play" equity strategy. This means it is 100% invested in stocks. We don't just pick random companies; we focus on the most established and promising businesses in the U.S. and around the globe.
51% US Large Cap: The bedrock of global stability and innovation.
19% US Mid Cap: The "sweet spot" of growth potential and established business models.
30% International & EM: Capturing the expansion of developed economies and the growth of emerging markets.
How we keep it on track
Markets move, and your portfolio shouldn't just "sit there." We rebalance the portfolio twice a year. If one area grows too fast and becomes risky, or another dips and becomes a bargain, we adjust to keep your original strategy intact.
Is it right for you?
This portfolio is built for the Accumulator. It might be a fit if:
You have a long time horizon (10+ years).
You are comfortable with the "ups and downs" of the market in exchange for higher potential returns.
You want a simple, transparent way to own the world's leading companies.