A risk-averse investment strategy with an emphasis placed on the preservation of capital. It will likely involve a high percentage of fixed income investments and cash-like investments in comparison to equities. 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 (%) | 9.26 | 6.28 | -9.03 | 7.63 | 2.51 | 7.7399 | 0.2218 |
| Annualized Return | Standard Deviation | Dividend Yield | |
|---|---|---|---|
| Portfolio | 5.0070073393625% | 5.9565137973246% | 4.11% |
| Equity | ||
| Fixed Income | 99.491733136553% | |
| Commodities | ||
| Cash | 0.50826686344684% |
| North America | 78.3% | |
| Greater Europe | 8.59% | |
| Asia Pacific | 5.25% | |
| Central/Latin America | 2.76% |
| Investment Grade | 73.75% | |||||||
| High Yield | 4.93% | |||||||
| Other | 21.32% |
| Asset Class | Weight (%) |
|---|---|
| 1. iShares 7-10 Year Treasury Bond ETF | 31.03% |
| 2. iShares iBoxx USD Investment Grade Corporate Bond ETF | 24.08% |
| 3. Janus Henderson Mortgage-Backed Securities ETF | 15.49% |
| 4. iShares J.P. Morgan EM Corporate Bond ETF | 10.08% |
| 5. SPDR Bloomberg International Corporate Bond ETF | 7.82% |
| 6. iShares J.P. Morgan EM Local Currency Bond ETF | 6.01% |
| 7. iShares 20+ Year Treasury Bond ETF | 4.97% |
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