100% Stock Portfolio
MODEL TABLE OF CONTENTS (Skip to Section)
The Equity Model is an example portfolio comprised of ETFs that trade on U.S. exchanges. The holdings listed are representative examples. Other ETFs and funds with similar characteristics could be used.
Who Should Use an Equity Model Portfolio?
- Investors seeking a diversified all stock portfolio.
- Investors who are continuing to save toward retirement / financial independence and whose spending plans and lifestyle would not be disrupted by a large market downturn.
Performance for periods ending September 30, 2025
Performance is annualized for periods longer than one year.
Note: Prior to September 30, 2025, the performance of the Equity portfolio represents the stock performance of the Moderate Model Portfolio.
| 3 Months | YTD | 1 Year | 3 Years | 5 Years | Since Inception | Inception Date | Maximum Drawdown | Annual Standard Deviation | |
|---|---|---|---|---|---|---|---|---|---|
| Equity Portfolio | 7.8% | 19.0% | 16.5% | 21.8% | 13.8% | 10.9% | 3/31/2016 | -34.5% | 14.9% |
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