Viking

Our most conservative strategy, Viking seeks to provide current income and preservation of capital. It is typically used to accomplish investor goals over shorter time horizons. In 1975, NASA sent its Viking orbiter and lander pair to Mars with the intention of studying the surface for 90 days. It outlasted the intended mission, sending information back to earth for years afterward. The Viking strategy consists of 75% fixed income and 25% global stocks, preferred stocks and real estate investment trusts.

Is Viking the right portfolio strategy for you? Ask a financial advisor today.

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Ritholtz Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Ritholtz Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Ritholtz Wealth Management unless a client service agreement is in place.