Global Moderate 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 (%)16.246.487-14.4913.523.89
Annualized ReturnStandard DeviationDividend Yield
Portfolio4.66%9.22%3.7%

Allocation Breakdown

Asset Class


Equity50.13%
Fixed Income47.85%
Commodities1.53%
Cash0.49%

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 ETF13.10%
2. Vanguard ESG US Stock ETF12.40%
3. iShares 7-10 Year Treasury Bond ETF11.07%
4. iShares Interest Rate Hedged Corporate Bond ETF8.14%
5. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF7.41%
6. Avantis US Equity ETF6.55%
7. Janus Henderson Mortgage-Backed Securities ETF5.61%
8. iShares iBoxx $ Investment Grade Corporate Bond ETF5.11%
9. iShares J.P. Morgan EM Corporate Bond ETF4.61%
10. iShares Core International Aggregate Bond ETF4.52%

Related Investments

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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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