The Fortress Portfolio is Alhambra’s original asset allocation strategy, a good foundation for a well-diversified investment program. You can read the story of how and why the Fortress Portfolio was developed here.

  • Minimum investment of just $100,000
  • Low cost: 0.25% annual management fee
  • A passive, strategic portfolio of index funds
  • Multiple asset class approach reduces volatility
  • Effective across multiple economic environments
  • Validated by 50 years of performance research analysis

The Fortress Portfolio is the strategy that underlies all Alhambra portfolios. As such, it is a passive portfolio allocated across 5 distinct asset classes:

  • Large Cap Stocks 
  • Small Cap Stocks 
  • Real Estate 
  • Commodities/Gold 
  • Bonds 

We have constructed 7 versions of this portfolio, based on risk tolerance:

The Fortress Strategy was developed to be an all-weather portfolio, producing consistent returns across the four major economic environments:

The Fortress has accomplished that goal, providing solid performance across multiple economic environments.

Since 1972, a Fortress portfolio would have reduced volatility by 25% versus a stock/bond portfolio with the same allocation to bonds but produced the same return.

Updated – June 30, 2021

Portfolio Implementation

The Fortress Portfolio is constructed with index funds or ETFs. An international or global version of the portfolio can also be constructed when the economic environment is favorable.

US Version:                                                                       International Version:                                                         Global Version:

                                                     

By The Numbers

Our Flagship Fortress Portfolio

Higher Returns & Lower Volatility
Since 1972 – Updated January 2021

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Fortress Portfolio (Moderate) – Compound Annual Growth Rate
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Fortress Portfolio (Moderate) – Standard Deviation
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VS a typical 60/40 Portfolio
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VS a typical 60/40 Portfolio
Fortress Portfolio
Citadel Portfolio
Alhambra Portfolio
Archer Portfolio
Fortalice Portfolio

Ready to talk?

Before we invest the first penny for you, we need to know about you. We need to find out what’s important to you, what your dreams and goals are and the type of investing that will give you peace of mind.

Let’s Talk