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MODEL PORTFOLIOS

Our model portfolio program is designed to address a range of investor goals and is built around our patent pending H-Factor methodology. Our models are constructed using New Age Alpha’s indexes, a distinctive set of investment portfolios that we believe will help drive your long-term results.

Rapid
New Age Alpha Risk Profiled Portfolio Allocations Rapid Rapid Rapid Rapid Rapid Rapid
Asset Class Conservative
20% Equity
Moderate
40% Equity
Balanced
60% Equity
Growth
75% Equity
Aggressive
90% Equity
HFLTT5 NAA US Largecap Leading 50 - 8 25 38 45 50
HFDXTT NAA Developed Ex US Leading - 5 14 17 19 20
HFLLVT5 NAA US Largecap Low Vol 50 7 8 - - - -
HFDXLVT NAA Developed Ex US Low Vol 5 5 - - - -
HFLDIVT NAA US Largecap Dividend 3 4 5 - - -
HFRE NAA US Real Estate 1 2 4 6 8 8
HFGIT NAA Gold Producers 2 4 6 7 9 10
HFCIT NAA Commodity Producers 2 4 6 7 9 10
HFUHYT NAA High Yield Corp Bond 20 15 10 8 4 -
HFIG5T10 NAA Investment Grade 5-10 yrs 20 15 10 5 - -
HFIG10+ NAA Investment Grade 10yrs + 20 15 10 8 4 -
TIP iShares TIPS Bond ETF 18 13 8 2 - -
SPBDUB3T USD Cash 2 2 2 2 2 2
Expected Return 6.7% 8.3% 10.2% 11.4% 12.3% 12.8%
Total Risk 6.7% 8.3% 11.1% 12.8% 14.8% 15.7%
STBMGLU S&P Global BMI Equities 20 40 60 75 90 100
LEGATRUU Bloomberg Barclays Global Bonds 80 60 40 25 10 0
Expected Return 5.5% 6.5% 7.4% 8.0% 8.6% 8.8%
Total Risk 6.0% 7.7% 10.1% 12.1% 14.2% 15.4%

Returns Table

Jan 2002 to Dec 2021 1 Month 1 Quarter 1 Year 3 Years 5 Years 10 Years Inception Risk Since
inception
Conservative 1.7% 2.2% 4.1% 10.6% 7.1% 6.7% 6.7% 6.7%
Benchmark 20/80 0.7% 0.6% -0.3% 7.0% 5.7% 3.9% 5.5% 6.0%
Moderate 2.7% 3.7% 8.4% 13.8% 9.7% 8.9% 8.3% 8.3%
Benchmark 40/60 1.5% 1.9% 4.2% 10.3% 7.9% 6.1% 6.5% 7.7%
Balanced 3.3% 5.2% 14.1% 18.9% 13.6% 12.1% 10.2% 11.1%
Benchmark 60/40 2.3% 3.2% 8.8% 13.7% 10.1% 8.2% 7.4% 10.1%
Growth 3.9% 6.6% 17.7% 21.9% 16.3% 14.3% 11.4% 12.8%
Benchmark 80/20 2.9% 4.2% 12.3% 16.3% 11.8% 9.7% 8.0% 12.1%
Aggressive 4.6% 8.0% 21.4% 24.5% 18.3% 15.9% 12.3% 14.8%
Benchmark 90/10 3.5% 5.2% 15.8% 18.8% 13.4% 11.3% 8.6% 14.2%
Equity 4.9% 8.7% 23.1% 25.8% 19.3% 16.6% 12.8% 15.7%
Benchmark 100/0 3.9% 5.7% 17.7% 20.1% 14.3% 12.1% 8.8% 15.4%