Moderate Growth

Portfolio Objective: 

The portfolio is designed to deliver moderate long term growth with cash yield as a secondary objective.

Portfolio Overview: 

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.