Last Updated: September 27, 2016
Inception Date: August 24, 2012
Date Funded: September 19, 2012*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||AGG||ishares barclays aggregate bond fund||32.00%|
|2||BIV||vanguard intermediate-term bond index fu||5.00%|
|3||BSV||vanguard short-term bond index fund||6.00%|
|4||DBC||powershares db commodity index tracking||6.00%|
|5||EDV||vanguard extended duration treasury inde||10.00%|
|6||ICF||ishares cohen & steers realty majors ind||4.00%|
|7||IWR||ishares russell midcap index fund||5.00%|
|8||LQD||ishares iboxx $ investment grade corpora||10.00%|
|9||VDE||vanguard energy index fund||5.00%|
|10||VGT||vanguard information technology index fu||8.00%|
|11||VTI||vanguard total stock market index fund||5.00%|
|12||VWO||vanguard emerging markets index fund||4.00%|
Steps to Create This Folio
- We gathered data examining multiple exchange-traded funds (ETFs) according 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 to achieve broad asset allocation and diversification.
- We 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.