Moderate Growth

Portfolio Objective: 
The portfolio is designed to deliver moderate long term growth with cash yield as a secondary objective.
Portfolio Overview: 
This portfolio attempts to achieve its objective by allocating roughly 70% of funds to commodities, real estate, and both conservative large cap/high yield and cyclically sensitive equities (both foreign and domestic). The remaining 30% is allocated to a mix of investment grade, high yield, TIP, and agency bonds with a very small allocation to treasuries. In rare instances Traphagen may choose to hedge a small portion of the equity allocation.
Current Portfolio Allocation
Portfolio Highlights
Cash Flow Yield: 
2.80%
Emphasis: 
Long term growth
Composition
Mutual Funds: 
25%
ETFs: 
75%
Approximate Duration: 
6 years
Targeted Risk (SD): 
13.50%
Targeted BETA: 
0.75
Current Risk Summary
Overall Risk: 
Moderate/High
Credit Risk: 
Moderate/High
Duration Risk: 
Low
Market Risk: 
High