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Our Portfolios

We believe in passive investing with simple portfolios made with a wide range of asset classes. Our portoflios are constructed of only the highest quality assets and span 6 continents of the world.

DefensiveEst. Yr. Return 4.95%
Risk Tolerance
Low to Medium
Investment Period
Immediate Term
Dominant investments
Government and Corporate Bonds
VCSH: Vanguard Short Term Corporate Bond Index Fund
28%
LQD: iShares iBoxx Investment Grade Corporate Bond
20%
SCHG: Schwab U.S. Large Cap Growth
10%
HDV: iShares Core High Dividend
10%
VTIP: Vanguard Short Term Inflation Protected Securities
10%
VBR: Vanguard Small Cap Value Index Fund
5%
VXUS: Vanguard Total International Stock
5%
ANGL: VanEck Vectors Fallen Angel High Yield Bond
2%
ConservativeEst. Yr. Return 6.29%
Risk Tolerance
Low to Medium
Investment Period
Short Term
Dominant investments
Governement and corporate bonds, dividend paying stocks and equity income strategies
VCSH: Vanguard Short Term Corporate Bond Index Fund
22%
LQD: iShares iBoxx Investment Grade Corporate Bond
17%
SCHG: Schwab U.S. Large Cap Growth
15%
HDV: iShares Core High Dividend
10%
VTIP: Vanguard Short Term Inflation Protected Securities
9%
VBR: Vanguard Small Cap Value Index Fund
8%
VXUS: Vanguard Total International Stock
8%
ANGL: VanEck Vectors Fallen Angel High Yield Bond
4%
BalancedEst. Yr. Return 7.62%
Risk Tolerance
Medium
Investment Period
Mid Term
Dominant investments
Governement and corporate bonds, dividend paying stocks and equity income strategies
SCHG: Schwab U.S. Large Cap Growth
20%
VCSH: Vanguard Short Term Corporate Bond Index Fund
16%
LQD: iShares iBoxx Investment Grade Corporate Bond
14%
HDV: iShares Core High Dividend
10%
VBR: Vanguard Small Cap Value Index Fund
10%
VXUS: Vanguard Total International Stock
10%
VTIP: Vanguard Short Term Inflation Protected Securities
8%
ANGL: VanEck Vectors Fallen Angel High Yield Bond
6%
GrowthEst. Yr. Return 8.64%
Risk Tolerance
Medium to High
Investment Period
Long Term
Dominant investments
Some bonds and medium to large cap equities
SCHG: Schwab U.S. Large Cap Growth
20%
VBR: Vanguard Small Cap Value Index Fund
13%
LQD: iShares iBoxx Investment Grade Corporate Bond
11%
HDV: iShares Core High Dividend
10%
VCSH: Vanguard Short Term Corporate Bond Index Fund
10%
VXUS: Vanguard Total International Stock
10%
ANGL: VanEck Vectors Fallen Angel High Yield Bond
8%
VTIP: Vanguard Short Term Inflation Protected Securities
7%
SCHH: Schawb U.S. REIT
5%
SCHE: Schawb Emerging Markets Equity
3%
AggressiveEst. Yr. Return 9.69%
Risk Tolerance
High
Investment Period
Very Long Term
Dominant investments
Large cap equities
SCHG: Schwab U.S. Large Cap Growth
20%
VBR: Vanguard Small Cap Value Index Fund
15%
SCHH: Schawb U.S. REIT
10%
HDV: iShares Core High Dividend
10%
VXUS: Vanguard Total International Stock
10%
ANGL: VanEck Vectors Fallen Angel High Yield Bond
10%
LQD: iShares iBoxx Investment Grade Corporate Bond
8%
VTIP: Vanguard Short Term Inflation Protected Securities
6%
SCHE: Schawb Emerging Markets Equity
5%
VCSH: Vanguard Short Term Corporate Bond Index Fund
4%
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Deposit $1,000 Monthly

Risk
Typical Mutual Funds
Helium Investments
The Difference

Diversified Assets

Our portfolios cover 6 continents of the world with assets in:
Canada          The United States          South Africa          Thailand          China          Brazil          Australia          Japan          The United Kingdom          Germany          Russia          Mexico          France          India          New Zealand         

Meet Jack

With nearly a decade of financial industry experience, Jack is an expert at assessing client suitability and portfolio management. As a Portfolio Manager, registered with the SEC, he especially enjoys helping clients reach their goals as opposed to other investment professionals that are licensed to only sell financial products and securities without taking your needs into consideration. His completion of the CFA designation attests to his level of education and ethical standards which enables his commitment to delivering and putting the client first. The CFA designation takes a minimum three years to achieve and only the very best and dedicated are able to fully complete the program.

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