Last Updated: September 26, 2016
Inception Date: February 26, 2008
Date Funded: August 31, 2009*
|Folio||S&P 500 Total Return|
(% of Folio)
|3||CPB||campbell soup co||2.05%|
|4||D||dominion resources inc.||2.05%|
|5||DUK||duke energy corp new com||2.05%|
|7||EPD||enterprise prods partners l p||2.05%|
|8||EWJ||ishares msci japan index fund||3.07%|
|9||EWL||ishares msci switzerland index fund||2.05%|
|10||EWM||ishares msci malaysia index fund||2.05%|
|11||IXJ||ishares s&p global healthcare sector ind||3.07%|
|12||IYZ||ishares dow jones us telecommunications||3.07%|
|14||KMI||kinder morgan inc del com||2.05%|
|15||PGR||progressive corp ohio||2.05%|
|17||SHY||ishares barclays 1-3 year treasury bond||20.35%|
|18||TIP||ishares barclays tips bond fund||40.68%|
|19||XLI||industrial select sector spdr fund||3.11%|
Steps to Create This Folio
- We combined ETFs and individual stocks into a portfolio with a target risk level equal to half that of the S&P 500.
- We calculated historical risk and return projections on these securities.
- We then ran a quantitative analysis identifying the optimal allocations to each security while maintaining strategic exposure to equities.
Number of Securities
This folio is comprised of ETFs and the number of securities may 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.