TICKER STRATEGY % 1Y RETURN
Showing 10 Companies VIEW ALL
AGG 46.06 -1.05%
IBLN 32.12 19.71%
SPY 21.82 21.07%

FUNDAMENTALS

0.00
Avg P/E Ratio

3
Stocks

2.75
Dividend Yield %

70B
Avg Market Cap

0.17%
3y Std Deviation

0.00%
Management Fee

March 20, 2016
As of Date

Conservative
Risk Profile


Source

DESCRIPTION

This strategy is designed for the Conservative investor that seeks portfolio stability and long term income.

The Strategy is composed of 20% iBillionaire ETF (IBLN), 20% S&P500, 10% Berkshire Hathaway and 50% U.S. Aggregate Bond Index.

SECTOR DIVERSIFICATION

STOCK 3M 6M YTD