| 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 |
|---|---|---|---|---|---|---|---|---|
| T-Bills | - | - | - | - | 100% | 100% | 0% | 100% |
| SFM Ultra-Conservative SIP | - | - | - | - | 100% | 100% | 0% | 100% |
| Wealth Preservation | - | - | 50% | - | 50% | 100% | 0% | 50% |
| Balanced Buffered-ETFs | - | - | 100% | - | - | 100% | 0% | 0% |
| 10 Portfolio | 10% | 1% | 33% | 33% | 23% | 110% | 10% | 66% |
| 20 Portfolio | 20% | 2% | 33% | 33% | 12% | 116% | 20% | 61% |
| 30% | 3% | 33% | 33% | 1% | 121% | 30% | 55% | |
| 40 Portfolio | 40% | 4% | 33% | 23% | - | 126% | 40% | 51% |
| 50 Portfolio | 50% | 5% | 33% | 12% | - | 132% | 50% | 44% |
| 60 Portfolio | 60% | 6% | 33% | 1% | - | 137% | 60% | 38% |
| 70 Portfolio | 70% | 7% | 23% | - | - | 140% | 70% | 41% |
| 80 Portfolio | 80% | 8% | 12% | - | - | 144% | 80% | 45% |
| 90 Portfolio | 90% | 9% | 1% | - | - | 148% | 90% | 49% |
| 100 Portfolio | - | 10% | 30% | 30% | - | 160% | 100% | 30% |
