Model Equity Portfolio

Monthly Upgrader Portfolio

If you want help creating a portfolio, use the MUP on page 2 of the newsletter. You can either follow the MUP or use it as a model to help you set up your own portfolio. The MUP is an example of how we might manage a growth portfolio for one of our client accounts.

Monthly Upgrader Portfolio At-A-Glance

  • A core of Class 3 funds, with limited exposure to funds from Classes 1 and 2.
  • A holding period of at least 90 days, often longer, to avoid fees and keep portfolio turnover reasonable. (ETFs may be held for shorter periods).
  • Potential tax benefits. The MUP isn’t tax-managed, but it has historically been quite tax efficient, and has realized significantly more long-term capital gains than short-term
MUP

 

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