Broker Check

PWS portfolio models' Snapshot reports

| March 07, 2022
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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)

95 Strat 22 Snapshot

95 ETF 22 Snapshot

Moderately Aggressive (80% in stocks)

80 Strat 22 Snapshot

80 ETF 22 Snapshot

Moderate (60% in stocks)

60 Strat 22 Snapshot

60 ETF 22 Snapshot

Moderately Conservative (40% in stocks)

40 Strat 22 Snapshot

40 ETF 22 Snapshot

Conservative (20% in stocks)

20 Strat 22 Snapshot

20 ETF 22 Snapshot

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