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60-40 (upd 11/24/25)
Доходность
Доходность на риск
Дивиденды
Просадки
Волатильность
Диверсификация

60-40 (upd 11/24/25)

Currency in USD · Последнее обновление 13 июн. 2026 г.

Little sharper beta than wanted per se, but these holding scored the best by 3 different sources.

Распределение активов

BSMR 5.00%BSMS 5.00%BSMT 5.00%BSMU 5.00%1 позиция 3.50%USD=X 23.80%34 позиции 52.70%ОблигацииОблигацииВалютаВалютаАкцииАкции
ПозицияКатегория/СекторЦелевая доля
USD=X
USD Cash
23.80%
BSMR
Invesco BulletShares 2027 Municipal Bond ETF		Municipal Bonds
5%
BSMS
Invesco BulletShares 2028 Municipal Bond ETF		Municipal Bonds
5%
BSMT
Invesco BulletShares 2029 Municipal Bond ETF		Municipal Bonds
5%
BSMU
Invesco BulletShares 2030 Municipal Bond ETF		Municipal Bonds
5%
CLS
Celestica Inc.		Technology
4.30%
FLMI
Franklin Liberty Federal Intermediate Tax-Free Bond Opportunities ETF		Municipal Bonds
3.50%
NVDA
NVIDIA Corporation		Technology
2.90%
GOOG
Alphabet Inc		Communication Services
2.75%
AVDE
Avantis International Equity ETF		Foreign Large Cap Equities
2.40%
AVGO
Broadcom Inc.		Technology
2.40%
FSLR
First Solar, Inc.		Technology
2.20%
COR
Cencora Inc.		Healthcare
1.80%
MCK
McKesson Corporation		Healthcare
1.80%
FIX
Comfort Systems USA, Inc.		Industrials
1.70%
HWM
Howmet Aerospace Inc.		Industrials
1.70%
AZN
AstraZeneca PLC		Healthcare
1.50%
CW
Curtiss-Wright Corporation		Industrials
1.50%
GE
General Electric Company		Industrials
1.50%
JPM
JPMorgan Chase & Co.		Financial Services
1.50%
MSFT
Microsoft Corporation		Technology
1.50%
PLTR
Palantir Technologies Inc.		Technology
1.50%
LIF
Life360, Inc.		Technology
1.45%
DCI
Donaldson Company, Inc.		Industrials
1.20%
FERG
Ferguson plc		Industrials
1.20%
FLEX
Flex Ltd.		Technology
1.20%
META
Meta Platforms, Inc.		Communication Services
1.20%
NFLX
Netflix, Inc.		Communication Services
1.20%
GS
The Goldman Sachs Group, Inc.		Financial Services
1.15%
HII
Huntington Ingalls Industries, Inc		Industrials
1.15%
APH
Amphenol Corporation		Technology
1%
BOOT
Boot Barn Holdings, Inc.		Consumer Cyclical
1%
CRDO
Credo Technology Group Holding Ltd		Technology
1%
EXAS
1%
LRCX
Lam Research Corporation		Technology
1%
MU
Micron Technology, Inc.		Technology
1%
NVO
Novo Nordisk A/S		Healthcare
1%
PAHC
Phibro Animal Health Corporation		Healthcare
1%
PWR
Quanta Services, Inc.		Industrials
1%
QBTS
D-Wave Quantum Inc		Technology
1%

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