The portfolio is designed to deliver moderate long term growth with cash yield as a secondary objective.
This portfolio attempts to achieve its objective by allocating roughly 70% of funds to commodities, real estate, and both conservative large cap/high yield and cyclically sensitive equities (both foreign and domestic). The remaining 30% is allocated to a mix of investment grade, high yield, TIP, and agency bonds with a very small allocation to treasuries. In rare instances Traphagen may choose to hedge a small portion of the equity allocation.
Cash Flow Yield: 2.80% Emphasis: Long term growth Approximate Duration: 6 years Targeted Risk (SD): 13.50% Targeted BETA: 0.75