The portfolio is designed to deliver long term growth.
This portfolio attempts to achieve its objective by allocating roughly 80% of funds to commodities, real estate, and both conservative large cap/high yield and cyclically sensitive equities (both foreign and domestic). The remaining 20% is allocated to a mix of investment grade, high yield, TIP, and agency bonds. Occasionally Traphagen will trade tactically around the core allocation as we see market opportunities arise.
Cash Flow Yield: 2.60% Emphasis: Long term growth Approximate Duration: 6.5 years Targeted Risk (SD): 18.00% Targeted BETA: 1.00
Mutual Funds: 25% ETFs: 75%
Current Risk Summary
Overall Risk: High Credit Risk: High Duration Risk: Low Market Risk: High