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Steps to Create This Folio
- We selected a series of ETFs that captured the range of key asset classes we determined were necessary to build an optimally diversified portfolio.
- We used the low expense ratio of the ETFs as a selection criteria when multiple ETFs were available that capture an asset class.
- We then ran a quantitative analysis identifying the optimal allocations to each ETF targeting the maximum expected return for a target risk level.
- We created a series of folios for target risk levels appropriate at each stage in an investor’s life.
Number of Securities
There are generally between 5 and 12 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. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.