Model Portfolio Analysis – March 2020 Quarter

The Wise Owl Financial Model Portfolio Investment Committee meets quarterly to review each model portfolio and the investments within those models with particular focus on satellite components. A comprehensive technical analysis of each portfolio by investor type can be found below.

Core Alpha Super

Core Alpha Super – Defensive

Core Alpha Super – Balanced

Core Alpha Super – Balanced Growth

Core Alpha Super – Growth

Core Alpha Super – High Growth

Core Alpha Super – International Tilt Balanced Growth

Core Alpha Super – International Tilt Growth

Core Alpha Pension

Core Alpha Pension – Defensive

Core Alpha Pension – Balanced

Core Alpha Pension – Balanced Growth

Core Alpha Pension – Growth

Core Alpha Pension – High Growth

Core Alpha Investments

Core Alpha Investments – Defensive

Core Alpha Investments – Balanced

Core Alpha Investments – Balanced Growth

Core Alpha Investments – Growth

Core Alpha Investments – High Growth

Core Essential Super

Core Essential Super – Defensive

Core Essential Super – Balanced

Core Essential Super – Balanced Growth

Core Essential Super – Growth

Core Essential Super – High Growth

Core Essential Pension

Core Essential Pension – Defensive

Core Essential Pension – Balanced

Core Essential Pension – Balanced Growth

Core Essential Pension – Growth

Core Essential Pension – High Growth

Core Essential Investments

Core Essential Investments – Defensive

Core Essential Investments – Balanced

Core Essential Investments – Balanced Growth

Core Essential Investments – Growth

Core Essential Investments – High Growth