Liberty One 6

Minimum Investment Amount: Varies by Platform

Investment Objective: Seeks to provide a target return of 7-9% managed for long-term capital appreciation

Portfolio Allocation: 65% Equities, 14% Utilities, 10% Real Estate, 6% Fixed Income, 5% Cash

Type(s) of Investments: Individual Equities, Mutual Funds

Distinguishing Characteristics:

    • Model normally invests 6% of assets in Fixed Income securities chosen for their low volatility, low standard deviation and duration. 14% Utilities, 10% Real Estate, 65% of assets are invested in equities consisting of Large-Cap, Mid-Cap and Small Cap Global securities.

Request a Hypothetical

Riskalyze Score 70

Performance Summary

Miss a Webinar?

 Check out our Video Library for the recording or reach out to us!