Luna Terminal

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Model Portfolios

Portfolio nameHoldingsLast openedTotal Return (MTD)Total Return (YTD)Total Return (1Y)Tot. Return %, CAGR (3Y)Tot. Return %, CAGR (5Y)Tot. Return %, CAGR (10Y)
Equity-led growth with a small bond and real-asset ballast.VTI, VXUS, BND, VNQModel
Four fifths equity, one fifth core bonds.VTI, VXUS, BNDModel
The classic 60/40, split globally on the equity side.VTI, VXUS, BND, BNDXModel
US equity against US investment-grade bonds.VOO, BNDModel
The equity half on its own, for blending into a wider plan.VTI, VXUS, VBRModel
Duration and credit only - the ballast, held separately.BND, BNDX, TIPModel
Dividend equity and bonds, run for the payout.VYM, SCHD, BND, VNQModel
US large-cap growth, concentrated by design.VUG, QQQ, VTIModel
Capital preservation first, with a growth sleeve.VTI, VXUS, BND, TIPModel
Spread across regimes rather than bet on one.VTI, TLT, IEF, GLD, DBCModel