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Snowy Mountains

Evestia Target Risk Series

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%

Find out how Evestia can help you move forward.

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344 W Brigham Rd

St. George, Utah 84790

Investment advisory services are offered through Evestia LLC, a Securities and Exchange Commission (SEC) registered investment adviser. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance.

© 2025 by Evestia

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