Balanced

Portfolio Objective: 
The portfolio is designed to deliver a reasonable level of cash flow yield and growth over the long term, with capital preservation as a secondary objective.
Portfolio Overview: 
This portfolio attempts to achieve its objective by allocating roughly 60% of the portfolio to real estate, commodities, and high quality dividend paying equities (both foreign and domestic). The remaining 40% is allocated to investment grade, high yield, agency, TIP, and treasury bonds. From time to time depending on market conditions Traphagen may choose to hedge a portion of the equity allocation.
Current Portfolio Allocation
Portfolio Highlights
Cash Flow Yield: 
3.00%
Emphasis: 
Balanced strategy seeking both cash yield and long term growth
Composition
Mutual Funds: 
25%
ETFs: 
75%
Approximate Duration: 
5.5 years
Targeted Risk (SD): 
10.00%
Targeted BETA: 
0.55
Current Risk Summary
Overall Risk: 
Moderate
Credit Risk: 
Moderate
Duration Risk: 
Low/Moderate
Market Risk: 
Moderate/High