Portfolios

Global Strategic ETF Portfolios

Island Light Capital offers Global Strategic ETF Portfolios for investors seeking well diversified asset allocation portfolios that seek income, moderate growth and long term growth.

All the Island Light portfolios are core portfolios, globally diversified among broad asset classes including US Treasury Securities, Corporate Fixed Income, International Fixed Income, US Large Cap Equities, US Small Cap Equities, International and Emerging Equities, and Alternative Assets. Within each asset class are a subset of individual ETF securities. The ETF portfolios are strictly controlled for risk, where risk is defined by the stock/bond ratio. Please see the video at right for more detail on ETF Portfolios.

Read more about our process and methodology.

Portfolios for long term investors

Income
Designed for long term investors seeking current income with the potential for some long term capital growth, the portfolio is optimized relative to a 40% equity and 60% fixed income ratio.

Balanced
Designed for long term investors seeking current income and long term capital growth, the portfolio is optimized relative to a 60% equity and 40% fixed income ratio.

Balanced Growth
Designed for long term investors seeking current income and long term capital growth, the portfolio is optimized relative to a 70% equity and 30% fixed income ratio.

Growth
Designed for long term investors seeking long term capital growth with some current income, the portfolio is optimized relative to a 85% equity and 15% fixed income ratio.

Dynamic Balanced
Designed  for long term investors seeking long term capital growth with some current income, adding a layer of tactical risk management designed to control volatility with some downside protection.

Conservative Portfolio
Designed for long term investors seeking current income, the portfolio is optimized relative to a 20% equity and 80% fixed income ratio.

Aggressive
Designed for long term investors seeking long term capital growth, the portfolio is optimized relative to a 90% equity and 10% fixed income ratio.

For details on the specifics of the investment portfolios, please contact us for our portfolio fact sheets. The portfolios involve risk, including the potential loss of principal. Please contact us for more information.