The Differences in Our Six Trinity Portfolios
On the conservative end of our continuum (Trinity 1), you’ll find the asset mix dominated by bonds, an asset that, historically, can be less-volatile. As to the second question above, Trinity 1 contains the least exposure to trend following, and instead, is more of a buy-and-hold portfolio.
Investors who prefer Trinity 1 are likely more conservative in nature, focused less on maximizing returns and more on minimizing portfolio volatility.
On the aggressive end of our continuum (Trinity 6), you’ll find the asset mix dominated by stocks, an asset that, historically, can be more volatile yet able to generate greater gains. Trinity 6 also contains the greatest exposure to trend following.
Investors who prefer Trinity 6 are likely more aggressive in nature, preferring to target greater returns even though they may be accompanied by increased portfolio volatility.
Trinity Portfolios 2 – 5 fill in the continuum from conservative to aggressive. The version we highlight in our Trinity Portfolio research paper most closely resembles Trinity 4. (We encourage you to read this paper if you haven’t done so. You can download it by clicking here.)
If you’re interested in additional information on each Trinity portfolio in order to help you make the right investment choice, we’ll provide more data below. But please know that this isn’t a decision you’ll need to make alone.
You see, our sign-up sequence will ask you a handful of questions designed to help us steer you toward the right Trinity portfolio. Additionally, we’ll share a short phone call with you as you open your account to make sure your specific Trinity portfolio matches your investing goals and style.
That said, below are more details explaining the differences between our six Trinity Portfolios; specifically, the approximate allocations we expect over time. Please take into account that these are averages, and since our portfolios are dynamic, the exact amount will shift.
We’ll start with a chart that compares all six Trinity portfolio for easy side-by-side comparison.
Here’s another way of viewing the same information that’s a bit more visual.