Conservative Portfolio vs SP500

Our conservative portfolio encompasses a variety of low risk instruments.
The focus of the portfolio is on treasury bonds, some ETFs, and fixed income securities.

This portfolio’s performance yields a return close to the SP500, but lacks most of its fluctuations. A period of 20 weeks is shown on the graph. This is a historical performance of the portfolio and does not reflect the market today as it is ever changing.

On the right is shown the approximate break down of the different financial instruments that we invest in. The numbers are approximate due to the hands on trading approach we utilize.

We construct our portfolios based on fundamental analysis, a vast scope of technical tools, while conducting a detailed examination of the economic and political climate.

The conservative portfolio is structured to withstand market turmoil.

Portfolio Distribution as %

  • Fixed Income
  • Treasury Bonds
  • ETF
  • Blue Chip Equities