Our Diversified ETF Portfolios

Blue Edge Capital Portfolio Characteristics


BEC manages twelve diversified investment portfolios across three family groupings. Each BEC Portfolio is designed to provide a particular risk/return profile to meet the unique investment objectives and risk tolerance of an individual client. We established strict policy ranges that govern the limits of our exposure within broad asset classes based on each portfolio’s risk and return objectives, but we can and do express active tilts relative to our long-term strategic targets both to manage risk and to take advantage of market opportunities.

Asset Allocation by Portfolio


BEC Global Portfolios

The Global Portfolios are our most diversified offerings, which are based on an “endowment model” approach that provides significant exposure to global markets across asset classes and modest exposure to liquid alternatives.

Global Equity

Asset Class Strategic Target Policy Range
US Equity 45% 35% - 65%
International Equity 45% 25% - 60%
Liquid Alternatives 10% 0% - 15%
Cash 0% 0% - 10%

Global Growth

Asset Class Strategic Target Policy Range
US Equity 37% 30% - 60%
International Equity 37% 20% - 60%
Global Fixed Income 16% 10% - 30%
Liquid Alternatives 10% 0% - 15%
Cash 0% 0% - 10%

Global Balanced

Asset Class Strategic Target Policy Range
US Equity 30% 20% - 50%
International Equity 30% 15% - 45%
Global Fixed Income 30% 20% - 40%
Liquid Alternatives 10% 0% - 15%
Cash 0% 0% - 10%

Global Growth
& Income

Asset Class Strategic Target Policy Range
US Equity 20% 10% - 40%
International Equity 20% 10% - 35%
Global Fixed Income 50% 40% - 70%
Liquid Alternatives 10% 0% - 15%
Cash 0% 0% - 10%

BEC Traditional Portfolios

The Traditional Portfolios are very diversified but more U.S-centric with a heavy bias to domestic stocks, modest exposure to international equities, domestic-only fixed income exposure, and no allocation to liquid alternatives.

Traditional Equity

Asset Class Strategic Target Policy Range
US Equity 80% 60% - 90%
International Equity 20% 10% - 30%
Cash 0% 0% - 10%
     

Traditional Growth

Asset Class Strategic Target Policy Range
US Equity 64% 50% - 80%
International Equity 16% 10% - 25%
US Fixed Income 20% 10% - 30%
Cash 0% 0% - 10%
     

Traditional Balanced

Asset Class Strategic Target Policy Range
US Equity 52% 35% - 70%
International Equity 13% 5% - 20%
US Fixed Income 35% 20% - 50%
Cash 0% 0% - 10%
     

Traditional Growth
& Income

Asset Class Strategic Target Policy Range
US Equity 40% 30% - 50%
International Equity 10% 5% - 15%
US Fixed Income 50% 40% - 60%
Cash 0% 0% - 10%
     

BEC ESG Portfolios

The ESG Portfolios offer a turnkey solution for those seeking to invest in companies with positive environmental, social and governance (ESG) characteristics. The underlying ETFs incorporate filters that result in constituents with measurably better ESG ratings yet similar risk and return characteristics.

ESG Equity

Asset Class Strategic Target Policy Range
US Equity 70% 55% - 85%
International Equity 30% 15% - 45%
Cash 0% 0% - 10%
     

ESG Growth

Asset Class Strategic Target Policy Range
US Equity 56% 40% - 70%
International Equity 24% 15% - 35%
US Fixed Income 20% 10% - 30%
Cash 0% 0% - 10%
     

ESG Balanced

Asset Class Strategic Target Policy Range
US Equity 50% 30% - 70%
International Equity 20% 10% - 40%
US Fixed Income 30% 20% - 50%
Cash 0% 0% - 10%
     

ESG Growth
& Income

Asset Class Strategic Target Policy Range
US Equity 35% 20% - 50%
International Equity 15% 5% - 25%
US Fixed Income 50% 40% - 60%
Cash 0% 0% - 10%
     

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Find Out if Blue Edge Capital is a Fit for You


We welcome the opportunity to connect and hear your story. As we begin the mutual discovery process, we prioritize client education and set clear expectations so that you feel fully informed, confident, and empowered in your decision making. Please call Ellen Spong at 804-673-7403 or fill out this form to request an introductory conversation.
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