Minimum Investment Amount: Varies by Platform

Investment Objective: Seeks to provide a target total return of 8-10% while placing an emphasis on low volatility equities and Rescession Resistant sectors.

Portfolio Allocation: 95% Exchange-Traded Funds (ETFs), 5% Cash

Type(s) of Investments: Exchange-Traded Funds

Distinguishing Characteristics:

    • The Committee uses a thematic investing approach to screen for Exchange-Traded Funds (ETFs) that fits the portfolio objective. Emphasis on recession resistant sectors and Dividend Focused ETFs for lower volatility and higher income potential as a primary approach.

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Riskalyze Score 65

Performance Summary

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