Each portfolio's asset allocation across cash, fixed income, equity, gold and alternatives. Select a portfolio to see the underlying ETFs, grouped by asset class. Holdings with a zero weight are not shown.

Passive, total-return model portfolios, rebalanced quarterly, ordered from lower to higher risk. Weights are target allocations as of 30 June 2026 and may drift between rebalancing dates. Asset-class figures are the sum of the underlying ETF weights. Source: Socrates on Investing model portfolios. The Cash (BIL, no fees) entry is a benchmark only and carries no expenses, unlike the seven portfolios. For information only, not investment advice.