Growth Maximizer – Global

Growth Maximizer Multi Asset Global Strategy (G-MA)

Strategic Weightings

Risk Profiles Most Conservative Conservative Moderate Balanced Growth w/Income Growth Aggressive-Growth Most-Aggressive
Equity 0% 20% 40% 46% 56% 75% 85% 93%
US Equity 0% 14% 28% 32% 39% 53% 60% 65%
Dividend Income+
0% 10% 20% 23% 27% 37% 42% 45%
US Mid Cap 0% 1% 3% 3% 4% 5% 6% 7%
US Small Cap 0% 3% 5% 6% 8% 11% 12% 13%
International Equity 0% 6% 12% 14% 17% 23% 26% 28%
Developed 0% 4% 7% 8% 10% 14% 16% 17%
Emerging 0% 2% 5% 6% 7% 9% 10% 11%
Fixed Income 96% 76% 56% 46% 36% 18% 8% 0%
Individual Bonds 72% 57% 42% 35% 27% 14% 6% 0%
Corporates 54% 43% 32% 26% 20% 11% 5% 0%
Municipals 18% 14% 11% 9% 7% 4% 2% 0%
Bond Sectors 24% 19% 14% 11% 9% 4% 2% 0%
Alternatives 0% 0% 0% 4% 4% 3% 3% 3%
Commodities 0% 0% 0% 2% 2% 1% 1% 1%
Equity Hedges 0% 0% 0% 1% 1% 1% 1% 1%
Hedge Funds 0% 0% 0% 1% 1% 1% 1% 1%
4% 4% 4% 4% 4% 4% 4% 4%

Contact Us for Detailed Performance Report

Investment products and strategies are not guaranteed by Little House Capital LLC, are not insured by the FDIC or by any other government agency and may lose value. The performance quoted represents past performance and does not guarantee future results. Performance is net-of-fees based on a standard fee of 1%/yr. Holdings and allocation may not reflect our current investment views and should not be used as the basis for an investment decision. Determining the suitability of this product will depend on feedback and risk tolerance of individual clients. For legal and tax matters, legal and tax advisors should be consulted. All material is believed to be reliable, but accuracy is not guaranteed. This is not a warranty for liability on decisions based on such information. This is not a solicitation for any order to buy or sell securities. Performance, risk/reward characteristics, and charts provided by Bloomberg. Copyright by Little House Capital.

© Copyright 2023 - Little House Capital | Web Design by M16 Marketing