AgileInvesting Portfolios
AgileInvesting is intended for growth-oriented investors whose primary objective is capital appreciation. Although our portfolios do produce income in the form of interest and dividends, they are not designed for investors whose primary objective is income. To accommodate a range of investment objectives, Agile Investments offers three portfolio categories:
¨ Conservative Growth. This portfolio is suitable for clients willing to assume a level of market risk and volatility typical of a traditional, balanced investment portfolio. Although asset class weightings will vary based on our tactical asset allocation methodology, and alternative asset classes may be employed, an appropriate benchmark for this portfolio is 60% equities and 40% fixed income.
¨ Moderate Growth. This portfolio is suitable for clients seeking potentially higher return opportunities and willing to assume a level of market risk and volatility somewhat higher than a traditional, balanced investment portfolio. Although asset class weightings will vary based on our tactical asset allocation methodology, and alternative asset classes may be employed, an appropriate benchmark for this portfolio is 75% equities and 25% fixed income.
¨ Aggressive Growth. This portfolio is suitable for clients willing to sustain substantial volatility and assume a high level of risk in pursuit of higher returns. Although asset class weightings will vary based on our tactical asset allocation methodology, and alternative asset classes may be employed, an appropriate benchmark for this portfolio is 90% equities and 10% fixed income.
In assembling our recommended portfolios, AgileInvesting primarily uses ETFs created and managed by Barclays Global Investors, Vanguard, and State Street Global Advisors.
