Last Updated: September 27, 2016
Inception Date: September 07, 2000
Date Funded: August 28, 2009*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||BIL||spdr barclays capital 1-3 month t-bill e||14.28%|
|2||IEF||ishares barclays 7-10 year treasury bond||14.28%|
|3||IEI||ishares barclays 3-7 year treasury bond||14.29%|
|4||SHY||ishares barclays 1-3 year treasury bond||14.29%|
|5||TIP||ishares barclays tips bond fund||14.29%|
|6||TLH||ishares barclays 10-20 year treasury bon||14.28%|
|7||TLT||ishares barclays 20+ year treasury bond||14.29%|
Steps to Create This Folio
- We constructed this folio through selecting ETFs that were defined as government bond ETFs by Morningstar. These ETFs invest mainly in bonds issued by the United States government and private corporations that operate under U.S. government charters such as Fannie Mae and Freddie Mac.
- We then selected ETFs with low expense ratios that met certain volume, asset level and other requirements.
- We equally weighted each government bond ETF in the folio.
Number of Securities
The number of securities in this folio will vary.
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.