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60/40 Dynamic Portfolio
Dynamic Portfolio
About Strategy
This portfolio focuses primary on preservation and income with a 60% allocation to equities to provide moderate long-term growth with moderate 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):
60
60
Strategy Fee:
1.10%
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Primary Goal
Moderate Growth
Benchmark
60% US Stock Market, 40% Barclays US Aggregate Bond Index
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