BentPine Capital Model Portfolios Update

Christopher Garliss
Nov 1
2 min read

In January 2024, I launched the BentPine Model Portfolios, and despite market volatility and negative headlines, they’re delivering strong results!

Conservative Portfolio → Up 9.7% YTD
Moderate Portfolio → Up 15% YTD
Growth Portfolio → Up 18.5% YTD

These investment portfolios are built for long-term success. I started tracking them with $10,000 allocated to each strategy, identifying key opportunities to help you grow your wealth consistently. The best way to maximize their potential? A balanced investment across all three.

Each portfolio follows a distinct strategy:

✅ Conservative (Mostly Bonds) – Stability and security

✅ Moderate (Stocks & Bonds) – A balanced approach

✅ Growth (Mostly Stocks) – Higher upside potential

Proven Performance

Since inception:

📈 Conservative Portfolio → Up 17.8%

📈 Moderate Portfolio → Up 25.5%

📈 Growth Portfolio → Up 33.9%