The portfolio is designed to deliver long term growth with cash yield as a secondary objective.
This portfolio attempts to achieve its objective by allocating roughly 75% of funds to commodities, real estate, and both conservative large cap/high yield and cyclically sensitive equities (both foreign and domestic). The remaining 25% 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: 2.70% Emphasis: Long term growth Approximate Duration: 6.5 years Targeted Risk (SD): 15.50% Targeted BETA: 0.85
Mutual Funds: 25% ETFs: 75%
Current Risk Summary
Overall Risk: High Credit Risk: Moderate/High Duration Risk: Low Market Risk: High