Moderate Growth Portfolio

Our Moderate Growth Portfolio is one of our portfolios that would be appropriate for an investor looking for growth but with some downside protection. The portfolio has a sizable allocation to US, international, and emerging market stocks as well as exposure to real estate and a variety of domestic and international investment grade bonds.

The performance of the portfolio as well as the hypothetical growth of a $10,000 investment is shown below. Please read the disclaimer at the bottom of the page for an explanation of how the performance was calculated.

*Historical results are not indicative of future performance. Positive returns are not guaranteed. Individual results will vary depending on market conditions and investing may cause capital loss.

Performance data presented represents the performance of the model portfolio that client accounts are linked too, reflects the deduction of management fees of 1% of assets per year, reflects the reinvestment of capital gains and dividends. Performance data shown begins on 2/14/2011 for our two stock portfolios and 2/24/2011 for the other asset classes in the portfolio.

Starting in late 2014 and early 2015 SIM began adding allocations to investment grade corporate bonds via the Vanguard Intermediate Term Corporate ETF and international investment grade bonds via the Vanguard International Bond Index ETF to client portfolios. Performance data after 6/1/2015 will reflect the new bond allocation.

The publication of this performance data is in no way a solicitation or offer to sell securities or investment advisory services.


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