PORTFOLIO (% in SFM Core) | SFM Core Stocks/ Bonds/ Gold | Small Cap Stocks (SPSM, AVUV) | Alternatives (non-correlated to stocks/ bonds) | Bond Ladder | High Quality Short-Term Bonds | Total Capital Efficient Exposure | % in Stocks | % in Bonds |
---|---|---|---|---|---|---|---|---|
BttB Ultra-Conservative | - | - | - | - | 100% | 100% | 0% | 100% |
Wealth Preservation | - | - | 50% | - | 50% | 100% | - | 50% |
10 Portfolio | 10% | 1% | 33% | 33% | 23% | 105% | 10% | 61% |
20 Portfolio | 20% | 2% | 33% | 33% | 12% | 111% | 20% | 56% |
30% | 3% | 33% | 33% | 1% | 116% | 30% | 50% | |
40 Portfolio | 40% | 4% | 33% | 23% | - | 121% | 40% | 45% |
50 Portfolio | 50% | 5% | 33% | 12% | - | 127% | 50% | 39% |
60 Portfolio | 60% | 6% | 33% | 1% | - | 132% | 60% | 33% |
70 Portfolio | 70% | 7% | 23% | - | - | 137% | 70% | 38% |
80 Portfolio | 80% | 8% | 12% | - | - | 142% | 80% | 43% |
90 Portfolio | 90% | 9% | 1% | - | - | 148% | 90% | 49% |
100 Portfolio | - | 10% | 30% | 30% | - | 160% | 100% | 30% |
120 Portfolio | - | 12% | 26% | 26% | - | 172% | 120% | 26% |
140 Portfolio | - | 14% | 23% | 23% | - | 186% | 140% | 23% |
160 Portfolio | - | - | 20% | 20% | - | 200% | 160% | 20% |