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40/60 Dynamic Portfolio

Dynamic Portfolio

About Strategy

This portfolio focuses primary on preservation and income with a 40% allocation to equities to provide modest long-term growth with overall low volatility risk. The equity portion of the portfolio is comprised of index based funds targeting the S&P 500 and the Dow Jones U.S. Dividend 100™ index. The fixed income portion focuses exclusively on short-term treasury bonds for the purpose of providing maximum bond fund price stability.

Composition

Equity and Bond mixture

Risk Level (1-100):

40

40

Strategy Fee:

1.10%

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Primary Goal

Modest Growth

Benchmark

40% US Stock Market, 60% Barclays US Aggregate Bond Index

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