“Investing is not about being a hero. It’s about managing risk and delivering good long-term performance to have happy clients.” 

EDUARDO REPETTO

Our Portfolios

We offer a selection of both taxable and retirement investment portfolios that provide a wide range of equity and fixed income exposure levels. Your portfolio will be designed based on your personal goals, objectives, time horizon and risk tolerance. Please see our sample portfolios below.

Conservative

20/80 Conservative is our most conservative portfolio.  Invested across eight global asset classes, it has 80% of its assets allocated to investment-grade bonds, a portion of which is in international bonds.  The portfolio also has a 20% allocation to equities, a portion of which is in international equities.

  • DFA Investment Grade Bond - 40%
  • DFA US Core Equity II - 20%
  • DFA Five Year Global Fixed Income - 16%
  • DFA One Year Fixed Income- 15%
  • DFA Two Year Global Fixed Income- 4%
  • DFA International Core Equity - 3%
  • DFA Emerging Markets Core Equity -2%

Moderate

40/60 Moderate is a moderately conservative portfolio.  Invested across eight global asset classes, it has 60% of its assets allocated to investment-grade bonds, a portion of which is in international bonds.  The portfolio also has a 40% allocation to equities, a portion of which is in international equities and global real estate securities

  • DFA Investment Grade Bond - 34%
  • DFA US Core Equity 2 - 28%
  • DFA One Year Fixed Income- 15%
  • DFA Intern. Core Equity - 9%
  • DFA Five Year Global Fixed Income - 8%
  • DFA Emerging Markets Core Equity - 4%
  • DFA Global Real Estate - 2%

Balanced

60/40 Balanced is a moderate portfolio.  Invested across eight global asset classes, it has 60% of its assets allocated to U.S. and international equities, a portion of which is in global real estate. The portfolio also has a 40% allocation to investment-grade bonds, a portion of which is in international bonds.

  • DFA Investment Grade Bond - 20%
  • DFA US Large Cap Equity US - 18%
  • DFA One Year Fixed Income- 12%
  • DFA US Large Cap Value - 10%
  • DFA US Small Cap - 10%
  • DFA Five Year Global Fixed Income - 8%
  • DFA International Core Equity - 6%
  • DFA Emerging Markets Core Equity -6%
  • DFA Global Real Estate - 4%
  • DFA Two Year Global Fixed Income- 4%
  • DFA International Value - 3%
  • DFA International Small Company - 3%

Growth

70/30 Growth is a moderately aggressive portfolio.  Invested across eight global asset classes, it has 70% of its assets allocated to U.S. and international equities, a portion of which is in global real estate. The portfolio also has a 30% allocation to investment-grade bonds, a portion of which is in international bonds.

  • DFA US Large Cap Equity - 18%
  • DFA Investment Grade Bond - 14%
  • DFA US Small Cap - 12%
  • DFA US Large Cap Value - 10%
  • DFA Large Cap Inter - 8%
  • DFA Five Year Global Fixed Income - 6%
  • DFA One Year Fixed Income- 6%
  • DFA Inter. Small Cap - 5%
  • DFA Inter. Value - 5%
  • DFA Real Estate - 4%
  • DFA Emerging Markets Value - 4%
  • DFA Emerging Markets - 4%
  • DFA Inter. Real Estate - 4%

Need More Information About Our Portfolios?

Welcome to Milestone Asset Management Group

Milestone Asset Management Group is a Fee-Only wealth management firm based in Avon CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families.