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.
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.
|Asset Class||Weight (%)|
|1. iShares 7-10 Year Treasury Bond ETF||26.06%|
|2. iShares Interest Rate Hedged Corporate Bond ETF||20.39%|
|3. iShares iBoxx $ Investment Grade Corporate Bond ETF||19.47%|
|4. JPMorgan Ultra-Short Income ETF||12.45%|
|5. WisdomTree US High Yield Corporate Bond Fund||7.37%|
|6. iShares Core International Aggregate Bond ETF||6.91%|
|7. iShares JP Morgan EM Corporate Bond ETF||4.58%|
|8. iShares JP Morgan EM Local Currency Bond ETF||2.28%|