US Focused Balanced ETF

by
Leo Wealth
A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes.

Strategy Description

An investment strategy with an emphasis placed on maximizing capital appreciation or increasing the value of the portfolio over a long-term period. It will likely involve a high percentage of equity investments in comparison to fixed income investments and cash like investments. The strategy is based on an investment time horizon of at least five (5) years and does not attempt to consider active management of short-term fluctuations.

Portfolio Performance

20192020202120222023YTD
Portfolio (%)23.8215.1416.38-15.1818.766.76
Annualized ReturnStandard DeviationDividend Yield
Portfolio9.24%13.11%2.9%

Allocation Breakdown

Asset Class


Equity73.92%
Fixed Income23.4%
Commodities2.19%
Cash0.48%

Geo


North America79.68%
Greater Europe8.58%
Asia9.98%
Central/Latin America0.45%

Sector


Financials 17.11%
Industrials9.02%
Consumer Discretionary11.12%
Real Estate1.76%
Consumer Staples 5.49%
Materials 3.16%
Healthcare10.37%
Utilities1.09%
Technology25.43%
Energy2.54%
Communications8.15%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG US Stock ETF25.36%
2. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF15.78%
3. Avantis US Equity ETF14.12%
4. Vanguard ESG International Stock ETF7.73%
5. iShares 7-10 Year Treasury Bond ETF6.43%
6. iShares Interest Rate Hedged Corporate Bond ETF4.71%
7. iShares iBoxx $ Investment Grade Corporate Bond ETF3.64%
8. Janus Henderson Mortgage-Backed Securities ETF2.69%
9. iShares Global Financials ETF2.46%
10. Invesco QQQ Trust Series 12.44%

Related Investments

Expert and Personal Financial Guidance

We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

Expert and Personal Financial Guidance

We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

Processing...
Thank you! Your subscription has been confirmed. You'll hear from us soon.
ErrorHere