Sequoia

Objective: Stability and income

Target Allocation: 50% stock, 50% bonds

Its hard not to think of Sequoia national Park and not picture the massive, ancient, and imposing redwoods that comprise its forests. Their resilience and longevity aren’t  measured in decades or even centuries, rather the mighty redwood looks to the future in terms of millennia.

With the primary goal of stability first and foremost, this  50% stock 50% bond portfolio is stress tested and  designed to stand the test of time, handling almost anything the markets, or our lives for that matter can throw at it.

Popular with those in retirement this portfolio seeks to maintain a balance where gains still outpace distributions, but market volatility never has you waking up in the middle of the night needing to check your account balance.