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Conservative Portfolio


This motif contains stocks from the Financial sector and the Closed-End Fund - Equity industry. Top weighted stocks include iShares Barclays 1-3 Year Treasury Bond ETF, Vanguard FTSE Developed Markets ETF, and Vanguard Small-Cap ETF. See More
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Portfolio Index 1 YR Return
Conservative Portfolio Benchmark
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Weight Segment & Stocks Symbol 1 YR Return
100% Financial 2.0%
60.6% iShares Barclays 1-3 Year Treasury Bond ETF SHY 1.6%
9.5% Vanguard FTSE Developed Markets ETF VEA 15.2%
8.5% Vanguard Small-Cap ETF VB 5.9%
7.0% 8xxxxxx 8xxxxxxx 8xxx 8xxx 8xx 8xx 88.8%
6.6% 8xxxxxxx 8xx 8xx 8xx 8xx 88.8%
4.9% 8xxxxxxx 8xxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
2.9% 8xxxxxxx 8xxxxxxxxxxxxxxxx 8xxxxxxxx 8xx 8xxx 88.8%
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