Global Balanced ETF (US Tax)

by
Leo Wealth
Broad participation in global risk assets such as stocks, bonds and commodities.

Strategy Description

Broad participation in global risk assets such as stocks, bonds and commodities, calibrated based on client risk tolerance: from 100% bonds (~4% volatility) to 100% stocks (~15% volatility)

ETF selection constantly reviewed for efficiency and sustainability

  • Costs are kept low, currently averaging 0.2% to 0.25% per portfolio
  • Tax implications are reviewed at client, ETF and underlying positions of ETF levels
  • Sustainability tilts are preferred and implemented for each exposure, all else equal
  • Active allocation to macro trends, tilting to exposures likely to outperform over the medium term
  • No betting the farm or short-term trading: time in right parts of market, not timing the market
  • Daily transparency and liquidity

For international investors, available in a non-U.S. version.

Portfolio Performance

20192020202120222023YTD
Portfolio (%)23.4714.4510.91-17.1116.486.03
Annualized ReturnStandard DeviationDividend Yield
Portfolio8.01%13.3%2.9%

Allocation Breakdown

Asset Class


Equity72.98%
Fixed Income24.32%
Commodities2.22%
Cash0.48%

Geo


North America60.71%
Greater Europe16.68%
Asia20.39%
Central/Latin America0.49%

Sector


Financials 19.21%
Industrials9.64%
Consumer Discretionary11.53%
Real Estate2.09%
Consumer Staples 5.73%
Materials 3.81%
Healthcare10.15%
Utilities1.13%
Technology21.6%
Energy2.09%
Communications7.39%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG International Stock ETF19.04%
2. Vanguard ESG US Stock ETF18.07%
3. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF10.79%
4. Avantis US Equity ETF9.53%
5. iShares 7-10 Year Treasury Bond ETF5.37%
6. iShares Interest Rate Hedged Corporate Bond ETF3.93%
7. iShares MSCI Intl Value Factor ETF3.14%
8. iShares MSCI Intl Quality Factor ETF3.10%
9. iShares 20+ Year Treasury Bond ETF2.99%
10. Janus Henderson Mortgage-Backed Securities ETF2.73%

Related Investments

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Expert and Personal Financial Guidance

We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

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