Date Range Selection
Portfolio Returns
| Period | Return |
|---|---|
| 1 Year | - |
| 3 Year | - |
| 5 Year | - |
| Full Period | - |
Volatility
-
Max Drawdown
-
Drawdown Date
-
Time to Recovery
-
Max 1 Yr Return
-
Return Date
-
Min 1 Yr Return
-
Return Date
-
Asset Allocation
Portfolio Growth (Base 10,000)
Model Portfolio Composition
Cash
3.0%
1 to 3 month T-Bills
BIL
3.00%
Fixed Income
30.0%
Investment Grade 1 to 5 Years
IGSB
1.50%
Investment Grade 5 to 10 Years
IGIB
1.50%
Investment Grade Bonds
LQD
6.00%
High Yield Bonds 0 to 5 Years
HYS
10.50%
Emerging Market Bonds
EMB
6.00%
Corporate Emerging Markets
CEMB
4.50%
Core Equity
35.0%
US Equity Core
SPY
17.50%
Nasdaq
QQQ
3.50%
European Equity
VGK
3.50%
Germany
EWG
1.40%
France
EWQ
1.05%
Italy
EWI
1.05%
Japan
EWJ
1.75%
Brazil
EWZ
1.75%
India
INDA
1.75%
China
MCHI
1.75%
Sector & Thematic - Sectoral
8.4%
Technology
XLK
1.26%
Consumer Discretionary
XLY
0.84%
Healthcare
XLV
0.84%
Industrials
XLI
0.84%
Communication Services
XLC
0.84%
Semiconductors
SMH
1.26%
Sector & Thematic - Thematic
3.6%
Healthcare Innovation
HEAL
0.36%
Aerospace & Defense
PPA
0.36%
Infrastructure
PAVE
0.36%
Secular Growth
8.0%
Fintech Innovation
ARKF
1.20%
AI & Robotics
AIQ
1.20%
E-commerce
EBIZ
1.20%
Blockchain
BKCH
1.20%
Cloud Computing
QTUM
1.60%
Space Exploration
ARKX
0.80%
Video Gaming
ESPO
0.80%
Alternative Investments
12.0%
Gold
GLD
3.00%
Managed Futures
FTLS
3.00%
Multi-Strategy
QAI
3.00%
Tactical Allocation
WTMF
3.00%