Stocks & Bonds
Who it's forGoldman Sachs Smart Beta
The Smart Beta portfolio invests more heavily in companies based on trends with the potential to outperform the broader market over the long term. These companies have at least one of the following characteristics: 1) they’re cheap relative to their accounting value, 2) they tend to be sustainably profitable over time, 3) their returns are relatively low in volatility and/or 4) they’ve been trending strongly upward in price. (These characteristics are often referred to as Smart Beta factors.) While this portfolio maintains broad diversification and can lead to higher potential long-term gains, it will also be exposed to a greater risk of periodic losses.
Based on an allocation of 70% stocks, 30% bondsHoldings
Investors seeking greater growth potential
GEM
Int'l Emerging Market Stocks
5%
GSIE
Int'l Developed Market Stocks
19%
GSLC
U.S. Stocks - Large Cap
40.50%
GSSC
U.S. Growth Stocks - Small Cap
5.50%
GBIL
U.S. Short-Term Treasuries
3%
GCOR
U.S. High Quality Bonds
18%
GEMD
International Emerging Market Bonds
2%
GIGB
U.S. Investment-Grade Corporate Bonds
4%
GTIP
U.S. Inflation- Protected Bonds
2%
VGLT
U.S. Long-Term Treasuries
1%
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
