Innovative Technology
| Holdings |
Based on an allocation of 70% stocks, 30% bonds |
|---|---|
| High-Growth Innovation Stocks | 14.40% |
| Int'l Developed Market Stocks | 19.30% |
| U.S. Total Stock Market | 24.70% |
| Int'l Emerging Market Stocks | 11.60% |
| U.S. High Quality Bonds | 9.80% |
| Int'l Developed Market Bonds | 10.90% |
| Int'l Emerging Market Bonds | 5.50% |
| U.S. Short-Term Treasuries | 0% |
| U.S. Short-Term High Quality Bonds | 0% |
| U.S. Inflation-Protected Bonds | 3.80% |
Additional Resources
Innovative Technology Portfolio DisclosureAllocations as of June 30, 2023.
High-growth innovation stock exposure decreases with increasing bond allocation. Exposure to high-growth companies increases the risk of loss due to adverse economic, business, or other developments that affect those industries or companies. This portfolio strategy has 101 different allocation options, from 0% bonds to 100% stocks. The 70% stock, 30% bond portfolio has been selected to display holdings. Different allocations will have different weights of each asset class. AlphaX Trade may recommend a different allocation based on various goal inputs tailored to each client, including the time horizon for your goal with the longest period starting at 90% stocks. The holdings shown reflect the portfolio model for tax-deferred accounts, like IRAs or 401(k)s. Expect differences in taxable accounts.