A multi asset class portfolio
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Who Should Use A Role-Based Model Portfolio?
- Investors who want a diversified, multi-asset-class portfolio designed to perform across different economic environments.
- The role-based portfolio has a risk profile between the Moderate and Moderately Aggressive models.
Performance for periods ending September 30, 2025
Performance is annualized for periods longer than one year.
Role-Based Portfolio Expected Returns
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Below is a preview of this portfolio. Full access includes ETF holdings, weights, rationale for holdings, historical changes, factsheets, and strategy reports.
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Role-Based Portfolio Weights and Holdings
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David Stein is the founder of Money for the Rest of Us and has helped thousands of investors make better decisions over the past decade. His work has been referenced by NASDAQ, Forbes, Business Insider, Investopedia, and more.
Previously, David spent nearly two decades as an institutional investment advisor and portfolio manager. He was a managing partner at FEG Investment Advisors, a $15 billion investment advisory firm. At FEG, David served as Chief Investment Strategist and Chief Portfolio Strategist.
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