Portfolios

Learn About Our Portfolios

One of our missions at Reliant Wealth Management is to simplify the investment process for our clients.  It's just one of the ways that we're able to reduce the overall cost of investing.  When we take on a new client, we use the following six portfolios as the foundation to get them started.

If you're not sure which one is right for you, that's OK.  Request your Free Investment Analysis today, and we'll start by determining how much risk you're taking with your current investments.


 

Ultra Conservative

Our Ultra Conservative portfolio consists of heavy weightings in both short-term corporate bonds and short-term government bonds.  This portfolio is least susceptible to market fluctuations and is designed to earn moderate returns over time.  The Ultra Conservative portfolio is made up of approximately:Converative 1 - Allocation

  • Stocks: 24%
  • Bonds: 74%
  • Real Estate: 0%
  • Cash: 2%

 


 

Conservative 

Our Conservative portfolio remains very heavy in bond funds, but adds minor holdings in real estate, U.S. small cap, and emerging market investments for diversification purposes.  The Conservative portfolio is made up of approximately:Converative 2 - Allocation

  • Stocks: 39%
  • Bonds: 57%
  • Real Estate: 2%
  • Cash: 2%

 


 

Balanced

The Balanced portfolio provides a good mix of equities for long-term growth and bonds for overall stability.  The Balanced portfolio is made up of approximately:Balanced 1 - Allocation

  • Stocks: 49%
  • Bonds: 46%
  • Real Estate: 3%
  • Cash: 2%

 


 

Moderate

The Moderate portfolio remains the most popular choice among our clients.  It offers investors nearly 70% combined holdings in stock and real estate, but enough of a bond allocation to still feel balanced.  The Moderate portfolio is made up of approximately:Balanced 2 - Allocation

  • Stocks: 63%
  • Bonds: 31%
  • Real Estate: 4%
  • Cash: 2%

 


 

Aggressive

Can you handle large market fluctuations?  If so, the Aggressive portfolio might be a good choice for you.  It's the most popular choice among our young investors, and features increased holdings in international funds.  The Aggressive portfolio is made up of approximately:Aggressive 1 - Allocation

  • Stocks: 73%
  • Bonds: 18%
  • Real Estate: 7%
  • Cash: 2%

 


 

Aggressive Plus

The Aggressive Plus portfolio is the most aggressive offering Reliant Wealth Management has.  There are no bond holdings to smooth the ride here, so be prepared for large fluctuations due to prevailing market conditions.  The Aggressive Plus portfolio is made up of approximately:Aggressive 2 - Allocation

  • Stocks: 90%
  • Bonds: 0%
  • Real Estate: 8%
  • Cash: 2%

 

 

*Each portfolio can be customized under certain circumstances.