The Generational Portfolio™
is designed to invest
for multiple generations.
Description
The
Generational
Portfolio™
The Generational Portfolio™ is a portfolio designed to be invested for multiple generations with an undefined goal start date. Therefore, the allocation differs from The Retirement Portfolio because it does not become more conservative as a goal date approaches.
This portfolio could be a good fit for you if you have accumulated more wealth than you intend to spend during your lifetime, and you wish to leave an inheritance for one or more generations down the line.
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Its static allocation attempts to maximize after-tax returns by investing in asset categories that perform well in differing market conditions. Learn more about the allocation and its risk and return profile by visiting our article "Introducing the Generational Portfolio™".
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Performance
as of 12/31/2025
The
Generational
Portfolio™
Disclosures
The
Generational
Portfolio™
Model & Hypothetical Performance Disclosure
The performance results shown reflect a hypothetical model portfolio and do not represent the performance of any specific client account. Model performance is for illustrative purposes only. Actual client results may differ due to cash flows, timing, and implementation. Past performance is not indicative of future results.
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Assumptions & Methodology
Returns are based on index proxies or third-party data sources deemed reliable. Allocations assume quarterly rebalancing. Performance is shown net of underlying fund or index expense ratios and assumes a 0.50% annual advisory fee, applied quarterly. Performance does not include trading costs and taxes unless otherwise stated. Actual client experience will differ.
Risks
All investing involves risk, including loss of principal. While the model seeks to manage risk through diversification, it is subject to market, interest rate, and other risks. Periods of loss and drawdowns may occur, including during adverse market conditions. The model allocation includes exposures that may experience substantial volatility and declines. Future market conditions may differ from historical conditions used in this analysis.
Not a Guarantee or Forecast
Hypothetical performance is not a guarantee of future results and should not be interpreted as a prediction or projection.
Suitability Disclosure
This material is for discussion purposes and is not a recommendation. Suitability depends on the client’s objectives, financial situation, risk tolerance, and investment horizon.