Model Portfolio

Model Portfolio

Answer a few quick questions about your investment goals and approach to get started. Our proprietary algorithm will generate a sample custom portfolio based on your responses.

You can then compare your hypothetical portfolio’s historical performance against the S&P 500 index.

You will be able to email the portfolio to yourself and request a free consultation with an advisor.

They will be used to enhance your core portfolio with additional investments matching your selection(s)

 

This portfolio is an example of an actual thematic portfolio that Passed Pawn Advisors manages through the Motif Investing brokerage.

For a complete investment portfolio customized to your needs:

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Source: Passed Pawn Advisors, LLC. Holdings and allocations are subject to change.
 
The performance of the core portfolio is calculated using actual investment choices selected by our algorithm. Performance calculations assume reinvestment of dividends and exclude transaction costs. This personalized portfolio is selected with considerations of liquidity and cost in addition to your goals and values. Due to their nature and construction, custom portfolios are excluded from the overall performance calculations. Asset classes provided are a weighted average based on the proportions of each asset that comprises the model portfolio.