Each of our Core Portfolios is designed for specific investment objectives from capital preservation,
to steady growth to speculative investments.
The are based on our asset class and sector rotation strategies, all ETF holdings can be implemented in retirement accounts like 401k and IRA Roth.
Data of each savings and retirement portfolio is based on last 5 years. Annual Return = Compound Annual Growth Rate (CAGR). Volatility = Annualized standard deviation of returns.
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