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Portfolio Allocation

Diversify and Reduce Risk
Optimize risk/reward with a diversified investment portfolio that’s customized to help you reach your goals. From monitoring your investment returns to helping you put your money where it counts, we’ll be with you every step of the way.

Portfolio allocation based on risk tolerance.
Technology Stocks 5.00%
Small Cap Stocks 2.00%
Intermediate Core Bonds 2.00%
Short Term Corporate Bonds 13%
High Yield Bonds 9.00%
Emerging Markets Bonds 5.00%
International Bonds 8.00%
Intermediate Gov. Bonds 13.00%
Enhanced Aggregate Bonds 8.00%
Inflation-Protected Bonds 9%
Gold 13%
Global Real Estate 9%

*Portfolio allocation based on ‘Demand Classic‘.

Demand Wealth

© 2025 Demand Wealth, LLC. All rights reserved.

Information presented herein is provided for educational purposes only. There can be no assurance that any investment product or strategy will achieve its investment objective(s). There are risks associated with investing, including the entire loss of principal invested. Investing involves market risk. The investment return and principal value of any investment product will fluctuate with changes in market conditions. Past performance does not guarantee future results. Diversification neither assures a profit nor guarantees against loss in a declining market.

Advisory services offered through Demand Wealth, LLC, an SEC Registered Investment Advisory firm. Check the background of this firm on FINRA's BrokerCheck.

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