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Horizon Model: 1 Year Moderate


A model for the short-term moderate investor

Motif’s Horizon asset allocation models draw on the Nobel Prize winning research of Harry Markowitz and Modern Portfolio Theory (MPT). We use elements of the MPT to lay the foundation for and develop diversified investment portfolios across all asset classes. The Horizon Models are intended to provide investors with a low-cost and robust asset allocation solution that seeks to diversify across asset classes. Investors and financial advisors can use or customize the Horizon Model motifs to suit their unique investment preferences. This motif is an implementation of Motif’s Horizon Model for short-term investors that may have a moderate tolerance for downside risk in their portfolios. See more
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Motif Index 1 YR Return
Horizon Model: 1 Year Moderate Benchmark
Open a Motif account to view and trade this basket of stocks:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
41.5% US Equities 0.6%
41.5% Vanguard Total Stock Market ETF VTI 0.6%
26.0% US Bonds 1.1%
26.0% Vanguard Total Bond Market ETF BND 1.1%
20.7% International Bonds 2.0%
8.5% Real Estate 0.0%
8.5% 8xxxxxxx 8xxx 8xxxx 8xx 8xx 88.8%
3.0% International Equities 11.3%
3.0% 8xxxxxxx 8xxxx 8xxxxxxxxxxxx 8xxxx 8xx 8xxx 88.8%
0.2% Commodities --
0.2% 8xxxxxx 8x 8xxxxxxxx 8xxxx 8xxxxxxx 8xxx 8xx --

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