BentPine Model Portfolios: October 2026 Update
October split the market in two. The AI trade cracked. Chip stocks fell 14% and the Nasdaq had its worst month since March 2025. Everything else rallied. Consumer staples, utilities, and health care each jumped about 10%, and bonds had their best month of the year.
Here's the thing. A split like that is exactly what diversification is built for. Our bond holdings and defensive stock funds did their job. Our growth and emerging market funds felt the AI selloff. The net result was a mixed month, but all three portfolios are still ahead of their benchmarks this year.
Performance Highlights
Conservative Portfolio: Up 3.0% YTD
Moderate Portfolio: Up 7.5% YTD
Growth Portfolio: Up 10.7% YTD
These portfolios are built for long-term success. I started tracking them with about $10,000 allocated to each strategy. My goal is simple: find the key opportunities that help you grow your wealth consistently. The best way to get the most out of them? A balanced investment across all three.
Distinct Strategies for Every Investor
Each portfolio follows its own strategy:
Conservative (Mostly Bonds): Stability and income, with 80% in fixed income and 20% in stocks
Moderate (Stocks and Bonds): A balanced approach, with 60% in stocks and 40% in fixed income
Growth (Mostly Stocks): Higher upside potential, with 90% in stocks and 10% in fixed income
Proven Performance
Since inception on January 22, 2024, the results speak for themselves:
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