Blended Models are portfolios created by blending the underlying strategies into various allocation profiles and adding some risk management techniques.
Stone Barn makes the monthly holdings and underlying allocations available to subscribers so they can create their own blended portfolios. But we also make available 3 portfolios that we believe can meet most investors needs in terms of return and risk. Like many other services we tend to think of these 3 portfolios as aggressive, moderate, and conservative. But, let’s face it… those terms are subject to interpretation usually based on the previous experience of an investor.
Take a look below at the 3 portfolio descriptions and click for more information on each.
By the way, the Old Guys and Stone Barn have most of their own personal investment funds in NDX-Defensive- Growth.
NDX – Aggressive – Growth
For investors who won’t lose sleep with drawdowns approaching 20%. This Portfolio leans heavily on the Momentum strategy to provide returns which might tempt an investor to grit his teeth about the risk of capital. Not for the faint of heart. Click to learn more.
NDX – Defensive – Growth
A moderate blend that targets risk control more than its aggressive big-brother. This is for investors who are looking to increase their ability to weather very difficult market conditions. It leans more heavily on the Low Volatility Strategy to provide both return and risk control. It has just a smidgen of Momentum to add some ability to recover from market pull-backs. Click here to learn more.
NDX – Managed – Volatility
For the most risk averse investor who is concerned primarily with capital preservation while still wanting to participate in strong markets, this portfolio blend may be what you are looking for. Not only does it employ a good portion of Low Volatility Strategy, it also consistently holds positions in short-term fixed income instruments. Click here for more information.