Snapshot reports for PWS' portfolio models, showing composition and risk/return track record for each model. Use these reports to help decide with model to use for your account(s). All the models are diversified, and they range from Aggressive to Conservative depending on what % is allocated to stocks vs bonds/cash.
Aggressive (90%+ in stocks)
Moderately Aggressive (80% in stocks)
Moderate (60% in stocks)
Moderately Conservative (40% in stocks)
Conservative (20% in stocks)