Date Funded: N/A*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||EFA||ishares msci eafe index fund||10.06%|
|2||GLD||spdr gold shares||6.31%|
|3||QQQ||powershares qqq trust, series 1||55.12%|
|4||TLT||ishares barclays 20+ year treasury bond||28.51%|
Steps to Create This Folio
- VizMetrics chooses the set of possible asset classes that will be used for this folio’s asset allocation, which are the following: U.S. Large-Cap Equity, U.S. Small-Cap Equity, NASDAQ 100 Equity, U.S. Real Estate, U.S. Long-Term Treasury Bonds, Emerging Markets Equity, International Developed Markets Equity, and Gold.
- VizMetrics chooses one ETF to represent each asset class, based on liquidity, history, and cost considerations.
- VizMetrics runs the VizMetrics Max Sharpe investment algorithm to choose the optimal asset allocation portfolio based on the Sharpe Ratio.
- VizMetrics determines the weighting (% allocation) for each asset class ETF based on the chosen asset allocation.
Number of Holdings
This folio includes up to eight ETFs.
VizMetrics Max Sharpe folio is updated monthly.
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.