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Ready-to-Go Folios: Basic Med-term Mod Folio

Asset Allocation Folios | All Folios

Objective

The Basic Med-Term Moderate folio was developed for Folio Basic Plan investors seeking medium-term preservation of capital and volatility with moderate upside potential and income, while having a medium-term time horizon (4 to 8 years from now) and low costs by using a small number of securities.

Strategy

The Basic Med-Term Moderate 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: November 25, 2020

Category: Asset Allocation
Inception Date: October 07, 2005

  Folio S&P 500
One Month 4.16% 4.92%
Three Month 5.24% 5.84%
Year to Date 8.14% 14.24%
One Year 9.46% 17.95%
Three year
(Annualized)
7.56% 13.9%
Five Year
(Annualized)
7.5% 13.93%
Since Inception 6.87% N/A
1 Year Volatility 20.23% 34.67%

* Returns reflect unfunded model performance from the Inception Date to the present. 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. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.

Note: Tickers and weights for RTG Folios are only available when logged in.

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. 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.