Seguaro

Objective: Capital preservation

35% Stock, 65% Bonds

Located in one the most inhospitable regions of America this national park is aptly named for the cacti that populate it. The nation’s largest cactus, the Seguaro thrives where most other vegetation would surely perish. That notion of tenacity and resolve to weather whatever storm mother nature throws its way seemed appropriate for our most conservative portfolio.

With 35% stock and 65% bonds, this no nonsense portfolio is managed to handle significant volatility, and whatever life events come your way. The returns are going to be lower, but if you're someone worried about the future, or have an emphasis on preserving capital, this no frills, no excitement, and only the essentials portfolio is for you.