Stocks & Bonds
Who it's forCore
The Core portfolio is well-diversified, low-cost, and built for long-term investing. With a broad collection of stocks and bonds from across the world, this portfolio is designed to generate long-term returns while reducing risk through diversification. The Core portfolio also invests more heavily in U.S. companies that are attractively valued relative to their fundamentals.
Based on an allocation of 70% stocks, 30% bondsHoldings
Investors looking for a well-diversified portfolio with a focus on undervalued companies
VTI
U.S. Total Stock Market
23.40%
VTV
U.S. Value Stocks - Large Cap
6.20%
VOE
U.S. Value Stocks - Mid Cap
5.10%
VBR
U.S. Value Stocks - Small Cap
4.30%
VEA
Int'l Developed Market Stocks
19.30%
VWO
Int'l Emerging Market Stocks
11.60%
AGG
U.S. High Quality Bonds
9.80%
BNDX
Int'l Developed Market Bonds
10.90%
EMB
Int'l Emerging Market Bonds
5.50%
GBIL
U.S. Short-Term Treasuries
0%
JPST
U.S. Short-Term High Quality Bonds
0%
STIP
U.S. Inflation-Protected Bonds
3.80%
Allocations as of Today
This portfolio strategy has 101 different allocation options, from 0% bonds to 100% stocks. The 70% stock, 30% bond portfolio has been selected to display holdings. Different allocations will have different weights of each asset class. Moonwhale may recommend a different allocation based on various goal inputs tailored to each client, including the time horizon for your goal with the longest period starting at 90% stocks. The holdings shown reflect the portfolio model for tax-deferred accounts, like IRAs or 401(k)s. Expect differences in taxable accounts.
Be invested
Investing with Moonwhale Ventures is a straightforward process that allows you to unlock the potential of our investment solutions. Follow these steps to begin your investment journey
