Growth

Portfolio Objective: 
The portfolio is designed to deliver long term growth with cash yield as a secondary objective.
Portfolio Overview: 
This portfolio attempts to achieve its objective by allocating roughly 75% of funds to commodities, real estate, and both conservative large cap/high yield and cyclically sensitive equities (both foreign and domestic). The remaining 25% 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.
Current Portfolio Allocation
Portfolio Highlights
Cash Flow Yield: 
2.20%
Emphasis: 
Long term growth
Composition
Mutual Funds: 
25%
ETFs: 
75%
Approximate Duration: 
6.5 years
Targeted Risk (SD): 
15.50%
Targeted BETA: 
0.85
Current Risk Summary
Overall Risk: 
High
Credit Risk: 
Moderate/High
Duration Risk: 
Low
Market Risk: 
High