A balanced investment strategy with an emphasis on current income and capital appreciation. It will likely involve an equal 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 (%) | 11.09 | 13.39 | -13.88 | 15.12 | 10.67 | 13.3859 | 5.9448 |
| Annualized Return | Standard Deviation | Dividend Yield | |
|---|---|---|---|
| Portfolio | 8.430065020705% | 10.016154299407% | 3.37% |
| Equity | 50.481210270586% | |
| Fixed Income | 46.084952512198% | |
| Commodities | 3.0067735801512% | |
| Cash | 0.42706363706458% |
| North America | 77.61% | |
| Greater Europe | 9.96% | |
| Asia | 7.5% | |
| Central/Latin America | 1.46% |
| Technology | 17.66% | |||||||
| Healthcare | 6.93% | |||||||
| Consumer Discretionary | 6.12% | |||||||
| Financials | 12.59% | |||||||
| Communications | 5.88% | |||||||
| Industrials | 5.33% | |||||||
| Consumer Staples | 2.87% | |||||||
| Real Estate | 1% | |||||||
| Materials | 1.86% | |||||||
| Utilities | 1.22% | |||||||
| Energy | 2.3% |
| Asset Class | Weight (%) |
|---|---|
| 1. Vanguard ESG US Stock ETF | 15.95% |
| 2. iShares 7-10 Year Treasury Bond ETF | 14.38% |
| 3. iShares iBoxx USD Investment Grade Corporate Bond ETF | 11.15% |
| 4. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 10.59% |
| 5. Avantis US Equity ETF | 10.06% |
| 6. Janus Henderson Mortgage-Backed Securities ETF | 7.18% |
| 7. Vanguard ESG International Stock ETF | 5.28% |
| 8. iShares J.P. Morgan EM Corporate Bond ETF | 4.67% |
| 9. SPDR Bloomberg International Corporate Bond ETF | 3.62% |
| 10. WisdomTree Enhanced Commodity Strategy Fund | 3.01% |
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