No betting the farm or short-term trading: time in right parts of market, not timing the market.
Our Core ETF Portfolios provide:
Broad participation in global risk assets such as stocks, bonds and commodities, calibrated based on client risk tolerance: from 100% bonds (~4% volatility) to 100% stocks (~15% volatility)
ETF selection constantly reviewed for efficiency and sustainability
Active allocation to macro trends, tilting to exposures likely to outperform over the medium term; no betting the farm or short-term trading: time in right parts of market, not timing the market; daily transparency and liquidity;
For international investors, available in a non-US version. Please visit our international site for details.
Equity | ||
Fixed Income | 99.44% | |
Commodities | ||
Cash | 0.56% |
North America | 71.35% | |
Greater Europe | 12.77% | |
Asia Pacific | 11.23% | |
Central/Latin America | 2.39% | |
Africa/ Middle East | 1.57% |
Investment Grade | 57.32% | |||||||
High Yield | 9.8% | |||||||
Other | 32.87% |
Asset Class | Weight (%) |
---|---|
1. iShares 7-10 Year Treasury Bond ETF | 21.57% |
2. iShares Interest Rate Hedged Corporate Bond ETF | 16.81% |
3. iShares iBoxx $ Investment Grade Corporate Bond ETF | 16.00% |
4. iShares Core International Aggregate Bond ETF | 14.43% |
5. JPMorgan Ultra-Short Income ETF | 10.34% |
6. iShares JP Morgan EM Corporate Bond ETF | 9.43% |
7. WisdomTree US High Yield Corporate Bond Fund | 6.04% |
8. iShares JP Morgan EM Local Currency Bond ETF | 4.82% |