Premium Model Portfolios

I’ve made it my mission to put together the most cost-efficient portfolios in existence… portfolios that put more investment income back in your pocket, rather than making the fund managers rich.

It’s my sincere hope that these premium model portfolios will help you achieve your investing goals.

Sincerely,
Andy Hagans
Founder, Fund Reference


The 10 Years Til Retirement Portfolio

For investors in their 50’s or 60’s, who need an investment strategy to carry them into a worry-free retirement…
3 laser-focused fund picks, proven to deliver growth and income (with less volatility than the market).

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The Aggressive Growth Portfolio

For investors who want to maximize their portfolio’s long term growth potential, and are willing to take on increased market risk…
8 laser-focused fund picks, poised to capitalize on global growth and technological advances without depending on the mythical “all-star fund manager.”

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The Aggressive Income Portfolio

For investors who need a large stream of regular income, without paying excessive fees…
7 laser-focused fund picks, proven to deliver huge regular income without the high cost of typical high-yield strategies.

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The Balanced Income Portfolio

For investors near retirement, wanting to earn more income from a less volatile portfolio…
3 laser-focused fund picks, proven to deliver regular income with less volatility than the market.

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The Capital Preservation Portfolio

For investors who want a capital preservation portfolio, without giving up income and growth potential…
5 laser-focused fund picks, proven to preserve capital during market drawdowns (while still delivering growth potential).

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The Defensive Portfolio

For investors who want a defensive portfolio that can weather any type of economic environment…
5 laser-focused fund picks, proven to preserve capital during times of economic uncertainty (while still delivering regular income).

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The Global Growth Portfolio

For investors who want to leverage the growth potential of international and emerging markets…
6 laser-focused fund picks, poised to capitalize on international growth without the high costs of typical international strategies.

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The Tax Minimization Portfolio for HNW Investors

For HNW (High Net Worth) investors, who want higher net returns and a lower tax bill…
5 laser-focused fund picks, proven to deliver growth and income while minimizing your tax bill.

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The Ultimate Buy-and-Hold Portfolio

For investors saving for retirement, who want a simple portfolio that can maximize their returns…
4 laser-focused fund picks, poised to deliver long term growth (without the high costs of typical “boilerplate” portfolios).

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