Objective

The Medium-Term Aggressive folio was developed for investors seeking moderately aggressive capital appreciation and volatility with income as a secondary objective, while having a medium-term time horizon (4 to 8 years from now).

Strategy

The Medium-Term Aggressive folio consists of ETFs selected to provide a diversified asset allocation for the designated risk tolerance and time frame.

Asset allocation is a diversification strategy to better enable risk management. In general, a portfolio that holds different asset classes—such as bonds, domestic, and international stocks—can help reduce the volatility of returns, since asset classes tend not to move in tandem.

Last Updated: September 26, 2016

Category: Asset Allocation
Inception Date: August 24, 2012
Date Funded: September 19, 2012*

Folio S&P 500 Total Return
One-Month -0.34% -0.9%
Three-Month 5.04% 5.9%
Year-to-Date 12.38% 6.7%
One-Year 13.6% 13.55%
Three-Year (Annualized) 5.5% 10.39%
Five-Year (Annualized) N/A 15.48%
Since Inception 5% N/A
Volatility 11.08% 14.52%

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.

#SymbolCompanyWeight
(% of Folio)
1AGGishares barclays aggregate bond fund13.00%
2DBCpowershares db commodity index tracking10.00%
3EDVvanguard extended duration treasury inde14.00%
4ICFishares cohen & steers realty majors ind10.00%
5IWRishares russell midcap index fund10.00%
6VDEvanguard energy index fund10.00%
7VGTvanguard information technology index fu10.00%
8VTIvanguard total stock market index fund10.00%
9VWOvanguard emerging markets index fund13.00%

Steps to Create This Folio

  1. We gathered data examining multiple exchange-traded funds (ETFs) according to their market capitalization, the diversity of the fund’s holdings, volatility, and expense ratios; along with quarterly, annual, and lifetime returns.
  2. We applied a capital asset theory model in order to achieve broad asset allocation and diversification.
  3. We weighted each ETF in the folio based on the risk factor and time horizon targeted for the folio.

Number of Securities

There are generally 10 securities in the folio.

Update Frequency

Quarterly.

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.