Broker Check

BWA Moderate Aggressive portfolio

BWA Moderate Aggressive portfolio update as of June 2020.

Compliance approval: 1-05021249


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Compliance approval: 1-981236

“All references to “portfolios” refer to our client portfolio strategies.”

Compliance approval: 1-920399 (12/18/2019)

Compliance approval 1-862406 6/14/2019



BWA Moderate Aggressive Heat Map (*Click here for larger image/to Print)

Moderate Aggressive Stress Test click here to open/print a larger image


June 2019 updates: Risk Number = 59

BWA Moderately Aggressive Riskalyze Report- June 3 2019

BWA Moderately Aggressive_06.10.19 Fi360 report

BWA Moderately Aggressive Morningstar report June 2019


March 2019 updates: Risk Number = 65

BWA Moderately Aggressive Portfolio Riskalyze - March 18 2019

Fi360 BWA Moderately Aggressive_03.15.19

BWA Moderate Aggressive Morningstar report as of March 2019


International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. The prices of small and mid-cap stocks are generally more volatile than large cap stocks Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Bond yields are subject to change. Certain call or special redemption features may exist which could impact yield.

Compliance Approval 1-815761 1/29/2019

November 2018 updates: Risk Number = 54

BWA Moderately Aggressive Riskalyze report - November 2018

Moderate Aggressive Portfolio Fi360 Nov 18

BWA Large Mod Aggressive Mstar Oct 2018

BWA Small Mod Aggressive Mstar Oct 2018

9/20/2018 changes

We replaced the Delaware Emerging Markets fund with American Funds New Perspective fund.  Rationale was that going to a world fund vs emerging markets due to tariff issues which should lower emerging markets returns over next few yrs.  World gives lower exposure to emerging markets with the ability to increase when fund manager feels timing is right.

5/2018 rebalance

Moderately Aggressive Model - we added an allocation to a couple of traditionally strong  US equity sectors by purchasing Fidelity Advisor Health Care (symbol FHCIX) and Fidelity MSCI Financials ETF (symbol FNCL).  We also increased our existing international equity holding in John Hancock Funds International Growth (symbol GOGIX) which was a strong performer throughout our previous models. Due to high investor demand this fund is now closed to new investors but because of our existing allocation to this fund we are able to increase our position.
With our bond allocation we lowered our exposure to global bonds as we had overweighted this sector in our previous models without enough reward to justify our excess allocation. We also lowered our overall bond duration by adding bank loans through the purchase of Eaton Vance Floating Rate (symbol EIFAX). This is a sector that traditionally has held up well in a rising interest rate environment and provides us some additional diversification in a challenging bond landscape. 

Moderate Aggressive model changes May 2018 *Click here to listen ~1minute*

BWA Mod Aggressive Large Mstar report May 2018 

BWA Small Mod Aggressive Mstar report May 2018

BWA Fi360 Mod Aggressive report May 2018

Compliance approval 1-806711 1/3/2019