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Managed ETF Lifestyle Characteristics
The asset allocation for the three strategic portfolios changes the mix to favor bonds for the more conservative accounts and stocks for the more aggressive ones. This tilt towards bonds is the primary difference between the accounts and will account for most of the difference in results between the accounts. Within the stock portion of the accounts, we have a healthy dose of international stocks and tend to favor the mid and small cap stocks over large stocks for the strategic allocations. We reallocate these funds once per year. Our tactical asset allocation uses proprietary models to determine which asset classes we wish to invest in and then allocates 22% to each of the four that we favor. The remaining four (that we do not favor) are weighted at 3%. This model is updated every six months to take advantage of changes within the market.
ETF Full Description |
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