Balanced Core 60/40
A core blend of global equities and high-quality bonds designed for broad market exposure with moderated volatility.
View detailsClarity-first investing with model portfolios and timely market research
Stockhaven helps investors build resilient portfolios across market cycles. Access diversified model portfolios, research on equities and ETFs, and tools that turn market noise into clear decisions.
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Managed Model Portfolios
From conservative income to high-growth equity blends, our portfolios balance risk and return with transparent construction and scheduled rebalances. Each model includes allocation rationale, risk bands, and simple implementation guidance.
Browse portfoliosEquity & ETF Research
We publish concise, data-driven notes that highlight catalysts, valuation, and quality factors. Our views focus on durable fundamentals and cross-sector context, avoiding hype while flagging meaningful price drivers.
Read insightsPortfolio Tools
Scenario testing and allocation checkups help you see concentration risk, drawdowns, and diversification benefits. Export allocations and rebalance checklists for a cleaner workflow.
See how it worksFeatured Model Portfolios
Global Growth Equity
Diversified equity model across factors and regions seeking long-term appreciation with disciplined rebalancing.
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Income Plus
Income-focused allocation using dividend equities and investment-grade credit for steady cash flow.
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Defensive Quality
Quality tilt with lower beta and downside-awareness for investors prioritizing capital preservation.
View detailsResearch Channels
Switch between topics to see how we present concise, decision-ready ideas. Each note includes thesis, key metrics, and practical implications.
Earnings resilience and pricing power
We focus on businesses with durable margins, strong cash conversion, and pricing flexibility. Our screening highlights free cash flow stability, balance sheet strength, and realistic growth drivers, mapped against sector dynamics and competitive moats.
See equity notesWhat clients say
The portfolio templates made it easy to move from a pile of funds to a coherent allocation. Rebalance notes are clear and timely.
Private investor, California
Research is concise with just enough data to make a decision. No hype, just signal.
RIA partner, New York
Scenario tools helped me understand concentration risk and add balance without sacrificing growth potential.
Founder, Texas
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Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Stockhaven Capital LLC does not provide personalized financial advice on this website.