Investment and Portfolio Models and 9 Asset Classes

Investment and Portfolio Models and 9 Asset Classes

Defensive Model (25% Stocks/75% Bonds)

Cash
4%
Fixed Bonds
71%
U.S. Stocks
16%
International Stocks
9%

Defensive Model (25% Stocks/75% Bonds)

The objective of this portfolio is to provide capital preservation by investing in a portfolio of primarily bonds. It is designed for those who have a substantially lower tolerance for portfolio fluctuations. The investment time horizon is typically 3 years or more.

Model Fact Sheets Performance Information*
LW Global (SA Funds) PDF PDF
DFA Global (DFA Funds) PDF PDF
LW Global Tax Managed (DFA Funds) PDF PDF
LW Global Socially Responsible Investing (DFA Funds) PDF PDF
LW Global Sustainability Investing (DFA Funds) PDF PDF

Conservative Model (40% Stocks/60% Bonds)

Cash
3%
Fixed Bonds
57%
U.S. Stocks
25%
International Stocks
15%

Conservative Model (40% Stocks/60% Bonds)

The objective of this portfolio is to provide capital preservation and limited growth by investing in a portfolio of primarily bonds with some stocks. It is designed for those who have a lower tolerance for portfolio fluctuations. The investment time horizon is typically 3 to 5 years or more.

Model Fact Sheets Performance Information*
LW Global (SA Funds) PDF PDF
DFA Global (DFA Funds) PDF PDF
LW Global Tax Managed (DFA Funds) PDF PDF
LW Global Socially Responsible Investing (DFA Funds) PDF PDF
LW Global Sustainability Investing (DFA Funds) PDF PDF

Balanced Model (50% Stocks/50% Bonds)

Cash
3%
Fixed Bonds
47%
U.S. Stocks
30%
International Stocks
20%

Balanced Model (50% Stocks/50% Bonds)

The objective of this portfolio is to provide a balance between capital preservation and growth. It is designed for those who have an average tolerance for portfolio fluctuations. The investment time horizon is typically 5 to 10 years or more.

Model Fact Sheets Performance Information*
LW Global (SA Funds) PDF PDF
DFA Global (DFA Funds) PDF PDF
LW Global Tax Managed (DFA Funds) PDF PDF
LW Global Socially Responsible Investing (DFA Funds) PDF PDF
LW Global Sustainability Investing (DFA Funds) PDF PDF

Moderate Model (65% Stocks/35% Bonds)

Cash
2%
Fixed Bonds
33%
U.S. Stocks
39%
International Stocks
26%

Moderate Model (65% Stocks/35% Bonds)

The objective of this portfolio is to provide some long-term growth by investing in both bonds and a greater allocation to stocks. It is designed for those who have a moderate tolerance for portfolio fluctuations. The investment time horizon is typically 10 to 15 years or more.

Model Fact Sheets Performance Information*
LW Global (SA Funds) PDF PDF
DFA Global (DFA Funds) PDF PDF
LW Global Tax Managed (DFA Funds) PDF PDF
LW Global Socially Responsible Investing (DFA Funds) PDF PDF
LW Global Sustainability Investing (DFA Funds) PDF PDF

Moderate Growth Model (75% Stocks/25% Bonds)

Cash
2%
Fixed Bonds
23%
U.S. Stocks
46%
International Stocks
29%

Moderate Growth Model (75% Stocks/25% Bonds)

The objective of this portfolio is to provide moderate longterm growth. It is designed for those seeking growth and willing to assume a higher level of risk. These investors should have a long-term investment horizon and be able to withstand regular fluctuations in portfolio value. The investment time horizon is typically 10 to 20 years or greater.

Model Fact Sheets Performance Information*
LW Global (SA Funds) PDF PDF
DFA Global (DFA Funds) PDF PDF
LW Global Tax Managed (DFA Funds) PDF PDF
LW Global Socially Responsible Investing (DFA Funds) PDF PDF
LW Global Sustainability Investing (DFA Funds) PDF PDF

Capital Appreciation Model (85% Stocks/15% Bonds)

Cash
2%
Fixed Bonds
13%
U.S. Stocks
51%
International Stocks
34%

Capital Appreciation Model (85% Stocks/15% Bonds)

The objective of this portfolio is to provide long-term growth. It is designed for those interested in maximizing growth potential and willing to assume a higher level of risk to potentially achieve greater returns. These investors should have a long-term investment horizon and be able to withstand significant fluctuations in portfolio value. The investment time horizon is typically 15 to 20 years or more.

Model Fact Sheets Performance Information*
LW Global (SA Funds) PDF PDF
DFA Global (DFA Funds) PDF PDF
LW Global Tax Managed (DFA Funds) PDF PDF
LW Global Socially Responsible Investing (DFA Funds) PDF PDF
LW Global Sustainability Investing (DFA Funds) PDF PDF

Equity Model (98% Stocks/2% Bonds)

Cash
2%
Fixed Bonds
0%
U.S. Stocks
59%
International Stocks
39%

Equity Model (98% Stocks/2% Bonds)

The objective of this portfolio is to maximize longterm growth potential. It is designed for those willing to assume a higher level of risk to potentially achieve greater returns. These investors should have a long-term investment horizon and be able to withstand sizable fluctuations in portfolio value. The investment time horizon is typically 20 years or more.

Model Fact Sheets Performance Information*
LW Global (SA Funds) PDF PDF
DFA Global (DFA Funds) PDF PDF
LW Global Tax Managed (DFA Funds) PDF PDF
LW Global Socially Responsible Investing (DFA Funds) PDF PDF
LW Global Sustainability Investing (DFA Funds) PDF PDF

*Note: Performance numbers show LW’s (highest historical) fee rates. Contact your BD for your platform’s custom performance numbers.

Global Portfolio Series Brochures

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