Ab Global Dynamic Allocation Portfolio Investment Strategies

The AB Global Dynamic Allocation Portfolio is designed to adapt to changing market conditions, which means it's not tied to any specific asset class or sector. This allows it to invest in a wide range of assets.

By dynamically allocating its assets, the portfolio can shift its focus from one asset class to another as market conditions change. This helps to minimize risk and maximize returns.

The portfolio's investment strategies include a mix of active and passive management, which helps to balance risk and potential returns. This approach can also help to reduce costs associated with active management.

The portfolio's managers regularly review and adjust the investment strategy to ensure it remains aligned with the portfolio's objectives and risk tolerance.

Readers also liked: Active Trading

The holdings of the AB Global Dynamic Allocation Portfolio are diverse and spread across various asset classes.

The top holding in the portfolio is the ISH MSCI USA Qty Div ESG UCITS ETF, which accounts for 7.68% of the total holdings.

The portfolio also holds a mix of individual stocks, including Microsoft Corp, Apple Inc, and Meta Platforms Inc.

Here's a breakdown of the top holdings in the portfolio, sorted by weight:

BrightHouse Funds I is a fund that has been active since its creation in 2012. It was established on December 25, 2012.

The fund is registered at the Securities and Exchange Commission (SEC) in Guam, GuamRA000665, and has a registration authority entity ID of S000032435. It's registered in the US under the fund category.

The fund's legal address is C/O The Corporation Trust Company, Corporation Trust Center, 1209 Orange St, Wilmington, DE 19801, US-DE, US.

For your interest: Vanguard Us Momentum Factor Etf

In the Mixed Assets - Tactical section of our portfolio, we see a mix of established companies and more recent additions. The ISH MSCI USA Qty Div ESG UCITS ETF holds a significant 7.68% weight.

The top holdings in this section include Microsoft Corp, with a 1.01% weight, and Apple Soc Gen SA 10.623/14/2025, with a 0.98% weight. These companies are well-established and have a strong presence in the market.

Here are some of the key holdings in the Mixed Assets - Tactical section:

The inclusion of more recent additions like Meta Platforms Inc Class A and Taiwan Semiconductor Manufacturing also adds diversity to the portfolio. These companies are leaders in their respective fields and have shown significant growth potential.