An investment strategy with an emphasis placed on maximizing capital appreciation or increasing the value of the portfolio over a long-term period. It will likely involve a high percentage of equity investments in comparison to fixed income investments and cash like investments. The strategy is based on an investment time horizon of at least five (5) years and does not attempt to consider active management of short-term fluctuations.
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD | |
|---|---|---|---|---|---|---|---|
| Portfolio (%) | 15.14 | 16.38 | -15.18 | 18.76 | 14.7 | 15.9374 | 8.6798 |
| Annualized Return | Standard Deviation | Dividend Yield | |
|---|---|---|---|
| Portfolio | 10.572688460321% | 12.885188036199% | 2.46% |
| Equity | 74.047213607276% | |
| Fixed Income | 22.554396886444% | |
| Commodities | 2.9424660917036% | |
| Cash | 0.45592341457696% |
| North America | 76.91% | |
| Greater Europe | 10.72% | |
| Asia | 8.62% | |
| Central/Latin America | 0.89% |
| Technology | 24.82% | |||||||
| Healthcare | 8.82% | |||||||
| Consumer Discretionary | 8.09% | |||||||
| Financials | 13.32% | |||||||
| Communications | 7.23% | |||||||
| Industrials | 7.09% | |||||||
| Consumer Staples | 3.59% | |||||||
| Real Estate | 1.33% | |||||||
| Materials | 2.45% | |||||||
| Utilities | 1.34% | |||||||
| Energy | 2.39% |
| Asset Class | Weight (%) |
|---|---|
| 1. Vanguard ESG US Stock ETF | 23.40% |
| 2. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 15.54% |
| 3. Avantis US Equity ETF | 14.76% |
| 4. Vanguard ESG International Stock ETF | 7.76% |
| 5. iShares 7-10 Year Treasury Bond ETF | 7.03% |
| 6. iShares iBoxx USD Investment Grade Corporate Bond ETF | 5.46% |
| 7. JPMorgan International Research Enhanced Equity ETF | 3.89% |
| 8. Janus Henderson Mortgage-Backed Securities ETF | 3.51% |
| 9. WisdomTree Enhanced Commodity Strategy Fund | 2.94% |
| 10. Wisdomtree Emerging Markets EX-State-Owned Enterprises Fund | 2.39% |
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