PORTFOLIOS

Financial advisors use our portfolios to apply theory and mathematics, diversification, and extensive amounts of data to asset allocation. Outsourcing portfolio creation to DataDriven Advisor takes the guesswork out of their clients’ future and ensures their time is spent being a true fiduciary.

The Core Portfolio’s goal is to earn a fair return, aiming to compound our money over time. Core, as the name suggests, is the center and majority of a client’s investment portfolio and is based on the Nobel prize-winning, Modern Portfolio Theory’s Tangency Portfolio. Fundamental to the Core Portfolio is global diversification. Executed correctly, diversification should reduce risk but not reduce return.

CORE

PORTFOLIO

PUTTING CLIENTS' MONEY

TO WORK

The Conservative Portfolio aims to preserve purchasing power over time and match or beat inflation. During retirement, we advise between two to five years of projected withdrawals be allocated solely to preserve purchasing power. If a market crash occurs, funds will ideally remain intact. The Conservative Portfolio provides a way to fund a client's life without having to "sell low" during market turmoil.

CONSERVATIVE

PORTFOLIO

PRESERVING CLIENT

PURCHASING POWER

The Aggressive Portfolio does use the DataDriven Process but is over-allocated to the world's risky assets. It is more aggressive in overweighting and underweighting investments based on valuation. Due to the power of diversification, our Aggressive Portfolio often remains lower risk than the S&P 500. However, our Aggressive Portfolio should not be used to meet the needs of a client who wants an extremely high-risk option.

AGGRESSIVE

PORTFOLIO

MANAGING RISK-TAKING

CLIENTS

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DataDriven Advisor is a Registered Investment Advisor run by CFP®, Randy Kurtz. Information presented on this site is limited to the dissemination of general information pertaining to its model portfolio services, together with access to additional investment-related information, publications, and links.

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