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Evestia Target Risk
60/40
Inception Date
9-1-2022
60% Stocks
40% Bonds
Global Stocks
50-70
46
RISK
Investment Objective
The Evestia Target Risk Series provides eleven solutions to precisely target the risk levels of your clients. This series equally weights 50-70 high-quality global stocks paired with bond ETF's diversified across corporate, treasury, mortgage, muni, inflation protected, and international sectors. Unlike competitors, the lower risk solutions use ultra-short bonds to reduce duration risk even further.
Global Stock Portfolio
Top US / Int'l Stocks
As of
3-31-26
Nvidia Corp
3.00%
Eli Lilly and Co
3.00%
VISA Inc
3.00%
Taiwan Semiconductor Manufacturing CoLtd
1.50%
Honda Motor Co Ltd
1.50%
Portfolio Characteristics
Average Market Cap (Bln)
295.8
Dividend Yield
1.77%
P/E Forward (12m)
20.8
Profit Margin
24.04
Return on Equity
47.11
Number of Holdings
60
As of
3-31-26
Sector Exposure
Utilities
3.00%
As of
3-31-26
Consumer Defensive
8.0%
Healthcare
13.00%
Communication Services
9.0%
Technology
29.0%
Consumer Cyclical
7.0%
Financial Services
16.0%
Real Estate
0.0%
Basic Materials
2.0%
Industrials
11.0%
Energy
5.0%
Global Weights
As of
3-31-26
North America
73.5%
Europe Developed
11.5%
Asia Developed
3.0%
Japan
3.0%
Australasia
0.0%
Asia Emerging
4.5%
Africa/Middle east
1.5%
Latin America
3.0%
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