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CMG > Our products > All Strategies > Traditional Asset Allocation Portfolios

Traditional Asset Allocation Portfolios

Additional Resources

  • CMG Strategic Conservative Performance
  • CMG Strategic Moderate Performance
  • CMG Strategic Aggressive Performance
  • CMG Dynamic Performance
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The CMG Traditional Asset Allocation Portfolios (“Portfolios”) allocate to a diversified selection of ETFs across equities and fixed income assets and multiple sub-asset classes.  The goal of the Portfolios is to provide clients the capability to invest in a diversified core portfolio seeking high market beta exposure with a long-term investment time horizon.

Each Portfolio is designed with a risk target range and maintains a certain level of equity and bond exposure.  The Strategic Portfolios are rebalanced annually while the Dynamic Portfolio rebalances quarterly.  Asset classes and the proportional weightings in the portfolios may change at any time subject to the direction of CMG. 

The CMG Strategic Conservative Portfolio seeks to provide a conservative level of capital appreciation by allocating approximately 30% to equities and 70% to fixed income assets.  The portfolio is targeting an approximately 8% risk level as measured by standard deviation.  

The CMG Strategic Moderate Portfolio seeks to provide a moderate level of capital appreciation by allocating approximately 60% to equities and 40% to fixed income assets.  The portfolio is targeting an approximate 8% to 16% risk level as measured by standard deviation.

The CMG Strategic Aggressive Portfolio seeks to provide an aggressive level of capital appreciation by allocating approximately 70% of the portfolio to equities and 30% to fixed income assets.  The portfolio is targeting an approximate 16% or greater risk level as measured by standard deviation.

The CMG Dynamic Allocation seeks to provide a moderate level of capital appreciation by allocating approximately 50% of the portfolio to equities and 50% to fixed income assets.  The portfolio is targeting an approximate 18% or lower risk level as measured by standard deviation.  Dynamic has a wider universe of ETF’s it can invest in (vs. the Strategic Portfolio’s).

Investment Objective:  Capital Appreciation

Suggested Portfolio Positioning: Serves as a client’s core equity allocation

Suggested Allocation:  Typically representing 25 – 50% of a client’s total portfolio

Benchmarks**: 
CMG Strategic Conservative – Conservative Allocation Benchmark
CMG Strategic Moderate – Global Allocation Benchmark
CMG Strategic Aggressive – Aggressive Allocation Benchmark
CMG Dynamic – Global Allocation Benchmark

Morningstar Peer Group: 
CMG Strategic Conservative – Allocation 30-50% Equity
CMG Strategic Moderate – Allocation 50-70% Equity
CMG Strategic Aggressive – Allocation 70-85% Equity
CMG Dynamic – Allocation 50-70% Equity 

*No inverse or leveraged ETFs are used.

**The Conservative Allocation Benchmark is a custom benchmark that is rebalanced annually. The underlying components of the benchmark and their respective static allocations are: 20% S&P 500 Total Return, 10% FTSE World Ex US Total Return, 45% ICE BofA Current 5 Year US Treasury, and 25% FTSE World Government Bond Index Non USD.

** The Global Allocation Benchmark is a custom benchmark that is rebalanced annually. The underlying components of the benchmark and their respective static allocations are: 32% S&P 500 Total Return, 21.6% FTSE World Ex US Total Return, 21.6% ICE BofA Current 5 Year US Treasury, 14.4% FTSE World Government Bond Index Non USD, and 10% Bloomberg Commodity Total Return.

** The Aggressive Allocation Benchmark is a custom benchmark that is rebalanced annually. The underlying components of the benchmark and their respective static allocation are: 64% S&P 500 Total Return, 26% FTSE World Ex US Total Return, 5% ICE BofA Current 5 Year US Treasury, and 5% FTSE World Government Bond Index Non USD.

Past performance does not guarantee or indicate future results.

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No Solicitation or Investment Advice: The material contained on this website is for informational purposes only and CMG is not soliciting any action based upon such material. The material is not to be construed as an offer or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material accessible through this website does not constitute a representation that the investments described herein are suitable or appropriate for any person.
Various links on this site will allow you to leave the CMG Web site. The linked sites are not under the control of CMG, and CMG is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. CMG is not responsible for any correspondence via email or any other medium, email list servers, webcasting or any other form of transmission received from any linked site. Links to external sources do not imply any official endorsement by CMG or the opinions, ideas or information contained therein, nor guarantees the validity, completeness or utility of the information provided. Reference herein to any products, services, processes, hypertext links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. CMG shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Data, information, and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. CMG gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document.

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