This tiered portfolio has three segments:
1. Foundation investments
2. Rotational investments
3. Opportunistic investments.
Foundation investments (80%)
These are like dividend-paying stocks that produce market (or better) returns with relatively less risk.
Rotational investments (10%)
These are mostly ETFs and inverse investments. They add some defense and sector diversification to your portfolio.
Opportunistic investments (10%)
These employ a little more risk to boost returns.
Aim
The net result should be a portfolio that generates above-market returns with below-market risk.
1. Foundation investments
2. Rotational investments
3. Opportunistic investments.
Foundation investments (80%)
These are like dividend-paying stocks that produce market (or better) returns with relatively less risk.
Rotational investments (10%)
These are mostly ETFs and inverse investments. They add some defense and sector diversification to your portfolio.
Opportunistic investments (10%)
These employ a little more risk to boost returns.
Aim
The net result should be a portfolio that generates above-market returns with below-market risk.
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