Investment Approach
Agile Investments' subscription service provides two ETF portfolio options. Subscribers receive portfolio changes and supporting rationale by email, and implement our recommendations in their own accounts. Asset Allocation Portfolio. This portfolio is suitable for investors willing to assume a level of market risk and volatility typical of a global, balanced asset allocation strategy. The objective of this portfolio is to exceed over a multi-year time horizon the returns of a benchmark comprised of 60% MSCI All Country World Equity Index / 40% Barclays US Aggregate Bond Index. Absolute Return Portfolio. The objective of this portfolio is to earn consistently positive annual returns, net of inflation, with a maximum drawdown tolerance of 5%. Drawdown is defined as a peak-to-trough decline in portfolio value. This portfolio is more flexible and unconventional than the asset allocation portfolio. Please choose a subscription type below and click on the "Next" button.