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MODERATO ETF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
MODERATO ETF
Last updated Oct 18, 2024
da 6 anni a 10 anni
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Asset Allocation
BIV
15%
CEMB
15%
VIG
20%
VTV
15%
IEFA
15%
VXUS
10%
IJH
5%
SCHB
4.2%
Bond
Bond
Equity
Equity
Position
Category/Sector
Weight
BIV
Vanguard Intermediate-Term Bond ETF
Total Bond Market
15%
CEMB
iShares J.P. Morgan EM Corporate Bond ETF
Corporate Bonds
15%
IEFA
iShares Core MSCI EAFE ETF
Foreign Large Cap Equities
15%
IJH
iShares Core S&P Mid-Cap ETF
Small Cap Growth Equities
5%
SCHB
Schwab U.S. Broad Market ETF
Large Cap Growth Equities
4.20%
SCHN
0.80%
VIG
Vanguard Dividend Appreciation ETF
Large Cap Growth Equities
,
Dividend
20%
VTV
Vanguard Value ETF
Large Cap Value Equities
15%
VXUS
Vanguard Total International Stock ETF
Foreign Large Cap Equities
10%
Benchmark
Benchmark
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Quarterly
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We cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, acquired, or went bankrupt.