MOATEYDecision Framework

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MOATEY Model Portfolios

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MOATEY S&P 500

USD

US large cap · rebalanced quarterly

MOATEY S&P 500

MOATEY Europe 600

EUR

European large & mid cap · quarterly

MOATEY S&P 500

Total return

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YTD

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vs S&P 500

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Coming soon

Expected launch: Q4 2026

MOATEY Global All-Cap

Global

Developed markets · quarterly

MOATEY S&P 500

Total return

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YTD

—

vs S&P 500

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Coming soon

Expected launch: Q4 2026

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