Client’s target portfolio percentages for equities and bonds are determined based on age, profile, and risk tolerance.
Inner pie chart represents individual ETF or single stock holdings weights. Outer ring represents each asset type’s total weight.
Alphamont 60/40 Model Portfolio:
60% Equity / 40% BOND MODEL PORTFOLIO
Alphamont 80/20 Model Portfolio: (Same holdings, different weights)
80% Equity / 20% Bond Model Portfolio
Note: Some holdings are only held within taxable or non-taxable accounts respectively.