US Focused Conservative 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

A moderately risk-averse investment strategy with an emphasis placed on the preservation of capital and a secondary goal of long-term capital appreciation. It will likely involve a moderately high percentage of fixed income investments and cash-like investments in comparison to equities. 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 (%)18.9310.629.39-11.7712.772.93
Annualized ReturnStandard DeviationDividend Yield
Portfolio6.58%7.92%4.1%

Allocation Breakdown

Asset Class


Equity36.49%
Fixed Income61.93%
Commodities1.08%
Cash0.49%

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. iShares 7-10 Year Treasury Bond ETF17.69%
2. iShares Interest Rate Hedged Corporate Bond ETF12.99%
3. Vanguard ESG US Stock ETF12.51%
4. iShares iBoxx $ Investment Grade Corporate Bond ETF10.03%
5. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF7.79%
6. Janus Henderson Mortgage-Backed Securities ETF7.38%
7. Avantis US Equity ETF6.97%
8. WisdomTree US High Yield Corporate Bond Fund4.70%
9. iShares 20+ Year Treasury Bond ETF4.14%
10. Vanguard ESG International Stock ETF3.83%

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