Last Updated: March 23, 2018
Inception Date: 2012-08-24 00:00:00.0
Date Funded: 2012-09-19*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||AGG||ishares barclays aggregate bond fund||59.00%|
|2||BIV||vanguard intermediate-term bond index fu||6.00%|
|3||BSV||vanguard short-term bond index fund||8.00%|
|4||DBC||powershares db commodity index tracking||2.00%|
|5||EDV||vanguard extended duration treasury inde||10.00%|
|6||IWR||ishares russell midcap index fund||3.00%|
|7||VDE||vanguard energy index fund||8.00%|
|8||VGT||vanguard information technology index fu||4.00%|
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.