10-12

Распределение активов

Позиция	Категория/Сектор	Целевая доля
JPST JPMorgan Ultra-Short Income ETF	Ultrashort Bond	23.22%
SHV iShares 0-1 Year Treasury Bond ETF	Government Bonds, Ultrashort Bond	5.59%
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	Government Bonds, Ultrashort Bond	5.55%
XLC Communication Services Select Sector SPDR Fund	Communications Equities	4.01%
XLP State Street Consumer Staples Select Sector SPDR ETF	Consumer Staples Equities	4%
XLV State Street Health Care Select Sector SPDR ETF	Health & Biotech Equities	3.81%
HAL Halliburton Company	Energy	2.38%
AAL American Airlines Group Inc.	Industrials	2.37%
BKR Baker Hughes Company	Energy	2.37%
CCL Carnival Corporation & Plc	Consumer Cyclical	2.37%
CVS CVS Health Corporation	Healthcare	2.37%
DG Dollar General Corporation	Consumer Defensive	2.37%
LULU Lululemon Athletica Inc.	Consumer Cyclical	2.37%
LUV Southwest Airlines Co.	Industrials	2.37%
MRO Marathon Oil Corporation	Energy	2.37%
SLB Schlumberger Limited	Energy	2.37%
AMD Advanced Micro Devices, Inc.	Technology	2.35%
CTRA		2.35%
CZR Caesars Entertainment, Inc.	Consumer Cyclical	2.35%
DAL Delta Air Lines, Inc.	Industrials	2.35%
FSLR First Solar, Inc.	Technology	2.35%
NCLH Norwegian Cruise Line Holdings Ltd.	Consumer Cyclical	2.35%
NEM Newmont Corporation	Basic Materials	2.35%
PG The Procter & Gamble Company	Consumer Defensive	2.35%
WBA Walgreens Boots Alliance, Inc.	Healthcare	2.35%
SLX VanEck Vectors Steel ETF	Materials	2.08%
TMUS T-Mobile US, Inc.	Communication Services	1.64%
HAS Hasbro, Inc.	Consumer Cyclical	1.48%
MAT Mattel, Inc.	Consumer Cyclical	1.38%
NUE Nucor Corporation	Basic Materials	0.90%
GLD SPDR Gold Shares	Gold, Precious Metals	0.79%
X		0.50%
CSCO Cisco Systems, Inc.	Technology	0.19%

Тип бенчмарка

Бенчмарк

S&P 500 Index

Ребалансировка

Portfolio Optimizer

portfolio-optimization-cta-heading

portfolio-optimization-cta-description

Open Portfolio Optimizer

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