Last Updated: March 27, 2017
Inception Date: 2005-10-07 16:16:28.99
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||AGG||ishares barclays aggregate bond fund||70.00%|
|2||EFA||ishares msci eafe index fund||5.00%|
|3||ICF||ishares cohen & steers realty majors ind||5.00%|
|4||IWR||ishares russell midcap index fund||10.00%|
|5||VTI||vanguard total stock market index fund||10.00%|
Steps to Create This Folio
- We gathered data examining multiple exchange-traded funds (ETFs) according to market capitalization, the diversity of the fund’s holdings, volatility, and expense ratios as well as quarterly, annual, and lifetime returns.
- From this list, we applied a capital asset theory designed to achieve broad asset allocation and diversification for the folio.
- We then weighted each ETF in the folio based on the risk factor and time horizon targeted for this folio.
Number of Securities
There are generally 5 securities in the folio.
If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.