Agile Investments' subscription service provides three ETF portfolio options. Subscribers receive portfolio changes and supporting rationale by email, and implement our recommendations in their own accounts.

Conservative ETF Portfolio. This portfolio is suitable for investors whose primary objective is capital preservation, adjusted for inflation, with a secondary focus on capital appreciation.  The objective of this portfolio is to earn consistently positive annual returns with a maximum drawdown tolerance of 7%.  Drawdown is defined as the largest negative cumulative portfolio return from peak to trough.  Equity exposure in this portfolio will typically be within a range of 20% to 50%. 

Moderate ETF Portfolio. This portfolio is suitable for investors willing to assume a level of market risk and volatility typical of a global, balanced asset allocation strategy.  The objective of this portfolio is to exceed over a multi-year time horizon the returns of a benchmark comprised of 60% MSCI All Country World Equity Index / 40% Barclays US Aggregate Bond Index.  Equity exposure in this portfolio will typically be within a range of 30% to 70%. 

Aggressive ETF Portfolio. This portfolio is suitable for investors willing to assume a high level of risk and volatility in pursuit of higher returns.  The objective of this portfolio is to exceed over a multi-year time horizon the returns of a benchmark comprised of 85% MSCI All Country World Equity Index / 15% Barclays US Aggregate Bond Index.  Equity exposure in this portfolio will typically be within a range of 50% to 85%. 

Please choose a subscription type below and select the "Next" button.