Last Updated: September 23, 2016
Inception Date: October 07, 2005
Date Funded: August 31, 2009*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||AGG||ishares barclays aggregate bond fund||80.00%|
|2||EFA||ishares msci eafe index fund||5.00%|
|3||IWR||ishares russell midcap index fund||5.00%|
|4||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 10 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.