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 | 99.5% | |
Commodities | ||
Cash | 0.5% |
North America | 78.8% | |
Greater Europe | 8.73% | |
Asia | 8.51% | |
Central/Latin America | 2.29% |
Investment Grade | 50.73% | |||||||
High Yield | 9.98% | |||||||
Other | 39.29% |
Asset Class | Weight (%) |
---|---|
1. iShares 7-10 Year Treasury Bond ETF | 23.85% |
2. iShares Interest Rate Hedged Corporate Bond ETF | 16.97% |
3. Janus Henderson Mortgage-Backed Securities ETF | 11.93% |
4. iShares iBoxx $ Investment Grade Corporate Bond ETF | 10.97% |
5. iShares J.P. Morgan EM Corporate Bond ETF | 9.76% |
6. iShares Core International Aggregate Bond ETF | 9.60% |
7. WisdomTree US High Yield Corporate Bond Fund | 6.12% |
8. iShares 20+ Year Treasury Bond ETF | 5.96% |
9. iShares J.P. Morgan EM Local Currency Bond ETF | 4.34% |