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US Focused Fixed Income

A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes with an emphasis placed on capital preservation.

Strategy Description

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.

Allocation Breakdown

Asset Class


Equity0
Fixed Income99.47%
Commodities0
Cash0.53%

Geo


America80.82%
Greater Europe9.67%
Asia Pacific6.61%
Central/Latin America1.51%
Africa/Middle East1.02%

Sector


Investment Grade52.15%
High Yield10.56%
Other37.28%

Top Holdings

Asset ClassWeight (%)
1. iShares Interest Rate Hedged Corporate Bond ETF26.26%
2. iShares iBoxx $ Investment Grade Corporate Bond ETF23.98%
3. JPMorgan Ultra-Short Income ETF17.28%
4. iShares 7-10 Year Treasury Bond ETF9.32%
5. PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund9.26%
6. iShares Core International Aggregate Bond ETF5.10%
7. iShares JP Morgan EM Local Currency Bond ETF4.15%
8. iShares JP Morgan EM Corporate Bond ETF4.12%