Model Portfolios
Reference allocations across five risk tiers, from capital preservation to maximum growth. Use them to understand how stocks, bonds, and cash combine at every risk level — then let Alistair map your actual accounts against the right target.
Educational examples, not personalized advice. Your optimal allocation depends on your age, income, goals, and risk tolerance.
Risk Tiers
Ultra Conservative
Capital preservation first, growth second.
Conservative
Steady, with enough growth to keep up with inflation.
Moderate
The classic balanced portfolio for the middle of your investing life.
Moderately Aggressive
Growth-oriented, with a cushion for the rough patches.
Aggressive
Maximum growth for those who can ride out the storms.
Specialty Portfolios
Equity
100% stocks for maximum long-run compounding.
Diversified Income
Built to generate cash flow, not just growth.
Fixed Income
Nearly all bonds, designed for stability and preservation.
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