Aggressive Growth
Portfolio Objective:
The portfolio is designed to deliver long term growth.
Portfolio Overview:
This portfolio attempts to achieve its objective by allocating roughly 80% of funds to commodities, real estate, and both conservative large cap/high yield and cyclically sensitive equities (both foreign and domestic). The remaining 20% is allocated to a mix of investment grade, high yield, TIP, and agency bonds. Occasionally Traphagen will trade tactically around the core allocation as we see market opportunities arise.
Overall Risk:
High
Credit Risk:
High
Duration Risk:
Low
Market Risk:
High
