Model Portfolios

Powered By ETFs: Model Portfolios

Bookmark this page as your go-to source for ETF Model portfolios. Our 5 model portfolios have titles that describe the relative risk/return profile – make sure to check out the modeled 10 year risk and return metrics for these models based on the historical asset class returns of the 10 years ending 6/30/2024.

Click on the Details button for your model of choice to access the model holdings!

Conservative

US Equity: 15%

ALTS: 20%

International: 5%

Fixed Income: 60%

Details

Moderately Conservative

US Equity: 23%

ALTS: 20%

International: 7%

Fixed Income: 50%

Details

Moderate

US Equity: 40%

ALTS: 20%

International: 10%

Fixed Income: 30%

Details

Moderately Aggressive

US Equity: 49%

ALTS: 16%

International: 15%

Fixed Income: 20%

Details

Aggressive

US Equity: 70%

ALTS: 10%

International: 20%

Fixed Income: 0%

Details

Allocations shown for model portfolios are targets and subject to change. This information should not be relied upon as investment advice, research, or a recommendation by Burney regarding (i) the funds, (ii) the use or suitability of the model and portfolios or (iii) any security in particular. Only an investor and their financial professionals know enough about their circumstances to make an investment decision.

Conservative Model Portfolio

The Conservative Model Portfolio primarily looks to preserve capital through a conservative asset allocation. It contains larger allocations to diversified fixed income and cash, but also contains exposure to both domestic and international stock funds for some upside potential.

Conservative

Targeted Allocation

US Equity

BRNY

CBSE

11%

ALTS

CBLS

AQMIX

10%

International

Rayliant Composite

RAYD: 40%

RAYE: 40%

RAYC: 10%

RAYJ: 10%

Fixed Income

VGSH

VGIT

EIDOX

52%

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Moderately Conservative Model Portfolio

The Moderately Conservative Model Portfolio primarily looks to preserve capital through a moderately conservative asset allocation. It maintains a healthy allocation to fixed income and cash, but also increases its exposure to domestic and international stock funds for more upside potential.

Moderately Conservative

Targeted Allocation

US Equity

BRNY

CBSE

17%

ALTS

CBLS

AQMIX

10%

International

Rayliant Composite

RAYD: 40%

RAYE: 40%

RAYC: 10%

RAYJ: 10%

Fixed Income

VGSH

VGIT

EIDOX

25%

19%

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Moderate Model Portfolio

The Moderate Model Portfolio seeks modest capital appreciation to achieve growth and income investment objectives. It has exposure to both domestic and international stock funds, blending active and passive investment strategies, but also contains a healthy allocation to diversified fixed income and ALTS to reduce expected volatility.

Moderate

Targeted Allocation

US Equity

BRNY

CBSE

30%

10%

ALTS

CBLS

AQMIX

10%

International

Rayliant Composite

10%

RAYD: 40%

RAYE: 40%

RAYC: 10%

RAYJ: 10%

Fixed Income

VGSH

VGIT

EIDOX

25%

Click here to request the model returns and risk metrics.

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Moderately Aggressive Model Portfolio

The Moderately Aggressive Model Portfolio seeks aggressive capital appreciation to achieve growth objectives. It has exposure to both domestic and international stock funds, blending active and passive investment strategies, but also contains a small allocation to diversified fixed income and ALTS to reduce expected volatility.

Moderately Aggressive

Targeted Allocation

US Equity

BRNY

CBSE

36%

13%

ALTS

CBLS

AQMIX

International

Rayliant Composite

15%

RAYD: 40%

RAYE: 40%

RAYC: 10%

RAYJ: 10%

Fixed Income

VGSH

VGIT

EIDOX

15%

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Aggressive Model Portfolio

The Growth Allocation Portfolio is a more assertive investment option that seeks capital appreciation. It has exposure to both domestic and international stock funds, blending active and passive investment strategies, but also contains no allocation to diversified fixed income and the smallest allocation to ALTS.

Aggressive

Targeted Allocation

US Equity

BRNY

CBSE

52%

18%

ALTS

CBLS

AQMIX

International

Rayliant Composite

20%

RAYD: 40%

RAYE: 40%

RAYC: 10%

RAYJ: 10%

Fixed Income

VGSH

VGIT

EIDOX

Click here to request the model returns and risk metrics.

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Disclosure

Allocations shown for model portfolios are targets and subject to change and rebalancing at least on an annual basis. This information is intended for investment advisors/financial professionals to utilize in managing client portfolios. It should not be relied upon as investment advice, research, or a recommendation by Burney, Clough or Rayliant regarding (i) the funds, (ii) the model portfolios/allocations (iii) the use or suitability of the model and portfolios or (iv) any security.

Past performance does not guarantee future results. Investing involves risk of loss.

For specific information about each of the funds in the models, including portfolio compositions, tax benefits, risk factors and investment criteria, please refer to the corresponding wesbites: BRNY ( Burneyetfs.com); RAYC RAYE RAYJ RAYD (funds.rayliant.com); CBSE CBLS (cloughetfs.com); VGSH VGIT (investor.vanguard.com/investment-products/list/etfs) EIDOX (www.eatonvance.com); AQMIX (funds.aqr.com)