The Generational Portfolio™
is designed to invest
for multiple generations.
Portfolios
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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