Portfolios (1 through 6)
Portfolio 1
Tactical Capital Preservation
This portfolio's primary objective is capital preservation with a secondary objective of maintaining purchasing power. For investors seeking an active approach to minimize risk and/or investors with a short time horizon.
Model Returns 12/71-12/17
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Annualized Return: 7.13%
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Annualized Real Return: 3.15%
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Maximum Drawdown: 5.22%
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Annualized Volatility: 4.01%
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Sharpe Ratio: 0.59
Description
Money Market
Ultra Short Term Bonds
Short Term Bonds
Interm Term Bonds
Domestic Stocks
Precious Metals
Asset
90-day T-Bill
1-year Treasury
3-year Treasury
10-year Treasury
S&P 500 TR
Gold
ETF
BIL
SHV
BSV
IEF
VTI
GLD
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