Diversified core portfolio designed for long term growth and moderate risk. Normal allocation is 70% Equity (20% International and 50% Domestic) with 30% Fixed Income. Fixed Income includes mixture of Corporate and Treasury securities---average maturity and duration are adjusted according to CIO's assessment of market conditions. Can move to as much as 60% short term tactical Fixed Income allocation using 7-10 year Treasury ETF if CIO believes that Equity markets are extremely overvalued. Slight Value orientation with a basic Core style. Designed for reasonable current income with target of 4% yield from dividends and interest. Standard Deviation targeted at 60-75% of S&P500 with an estimated Beta of 0.70.
This FOLIO is designed to provide a "balanced" exposure to domestic and international markets. Hence it is designed to be the "core" holding in any long term investment portfolio in the WS FOLIO Advisor Program. It is expected that allocation to this FOLIO may be reduced during periods when client determines that equities are substantially overvalued.
Past performance does not predict future performance.
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