We created three CMG Mauldin investment portfolios for those with different objectives to serve as the liquid “core” portion of your portfolio.
CMG Mauldin Conservative Portfolio: This portfolio is designed for the investor seeking reasonable returns with minimal drawdowns. The objective is to protect assets in all markets. This portfolio is expressly developed for safe assets intended to be used for another purpose in the near future—one to five years. The goal of this portfolio is to provide returns that are better than money market and other short-term safe investment options.
CMG Mauldin Moderate Portfolio: This portfolio is designed for the long-term investor who wants to be in a lower-volatility portfolio than long equities, but is still interested in achieving reasonable returns. The portfolio seeks growth while maintaining a level of protection in down markets. The appropriate investment time horizon is five years or longer.
CMG Mauldin Growth Portfolio: This portfolio provides greater equity market exposure, but in the areas that we deem reasonably priced given the current market climate. The portfolio seeks a higher level of return while aiming to balance the risks of potential upside gain with downside protection. The appropriate investment time horizon is seven to ten years or longer.