Broad Market Focused Portfolio

Objective: Growth of principle similar to or better than broader stock market over time.

New York Stock Exchange

Investment Strategy

The portfolio is designed to invest in traditional and enhanced indexed investment strategies through tax and cost-efficient Exchange Traded Funds (ETF). Each ETF is thoroughly evaluated for its fees, strategy, market segment, risk, and corporate sponsor. It is the objective of the portfolio to diversify among capitalization weighted as well as smart (strategic alpha producing) beta indexed based ETFs. The smart beta portfolios typically seek underlying securities that represent strong corporate fundamentals such as earnings and growth to name a few. Strategic alpha is designed to seek a better risk adjusted return compared to traditional cap weighted indexed strategies.

The objective of this portfolio is to include ETF portfolios with broad diversification across the entire stock market. The portfolio may not react or perform similar to the capitalization stock market over the short- term due the alpha seeking portfolios that are designed for a higher risk adjusted return. The portfolio is expected to perform similar to the broader stock market over the long-term based on historical performance. The portfolio includes a combination of capitalization weighted, equal security weighted, and earnings/weighted by the volatility of the underlying stocks.

Designed for the following investors:

  • The need for minimal or no dividends/cash flow
  • The need for growth of principal similar to or better than the broad market over time

Available Variants:

  • Domestic or Global
  • Conservative through Aggressive (Fixed income allocations are based on risk tolerance. **The fixed income portion of this portfolio is allocated to the Conservative Fixed Income Portfolio)

Past performance does not guarantee future results. There is no guarantee the investment objective will be met. All investment strategies are designed but not guaranteed for the long-term.