top of page
Snowy Mountains

Evestia Target Risk Series

Evestia Target Risk
60/40

Inception Date

9-1-2022

60% Stocks

40% Bonds

Global Stocks

50-70

44
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

6-30-26

Nvidia Corp

3.00%

Eli Lilly and Co

3.00%

VISA Inc

3.00%

Taiwan Semiconductor Manufacturing CoLtd

1.50%

Rio Tinto Plc

1.50%

Portfolio Characteristics

Average Market Cap (Bln)

335.7

Dividend Yield

1.87%

P/E Forward (12m)

18.49

Profit Margin

25.4

Return on Equity

49.06

Number of Holdings

60

As of

6-30-26

Sector Exposure

Utilities

2.50%

As of

6-30-26

Consumer Defensive

7.5%

Healthcare

12.50%

Communication Services

9.0%

Technology

29.0%

Consumer Cyclical

5.5%

Financial Services

15.5%

Real Estate

0.0%

Basic Materials

1.5%

Industrials

10.5%

Energy

5.0%

Global Weights

As of

6-30-26

North America

72.0%

Europe Developed

13.0%

Asia Developed

3.0%

Japan

1.5%

Australasia

1.5%

Asia Emerging

4.5%

Africa/Middle east

1.5%

Latin America

3.0%

Find out how Evestia can help you move forward.

EvestiaLogoWeb-03.png

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

bottom of page