facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

SFM Optimized Portfolios

PORTFOLIO
(% in SFM Core)
SFM Core Stocks/ Bonds/ Gold
Small Cap Stocks (SPSM, AVUV)Alternatives (non-correlated to stocks/bonds)
High Quality Short-Term BondsInvestment Grade Bonds + Managed Futures
Total Capital Efficient Exposure% in Stocks% in Bonds
BttB: Ultra-Conservative---100%-100%0%100%
10 Portfolio
10%
1%
33%
33%23%117%10%61%
20 Portfolio20%2%33%33%12%117%20%56%
30 Portfolio
30%3%33%33%1%116%30%50%
40 Portfolio40%4%33%23%-121%40%45%
50 Portfolio50%5%33%12%-127%50%39%
60 Portfolio60%6%33%1%-132%60%33%
70 Portfolio70%7%23%--137%70%38%
80 Portfolio80%8%12%--142%80%43%
90 Portfolio90%9%1%--148%90%49%
100 Portfolio-----100%100%0%