High Yield ETFdb Portfolio

Published on September 10, 2010 | Updated February 17, 2012

Portfolio Strategy

The High Yield ETFdb Portfolio is designed for clients who are looking to derive significant current income from their invested assets, and are less concerned about the growth of capital over the long term. This focus on assets delivering a material current yield is reflected in both the equity and fixed income portions of the portfolio. This ETFdb Portfolio was constructed based on an investment strategy that calls for an allocation of roughly 70% equity (including 10% real estate) and 30% fixed income, although these percentages may be tweaked to reflect an investor’s willingness and ability to take on risk.

Unlike most all-ETF portfolios, this ETFdb Portfolio does not maintain exposure to the most popular cap-weighted domestic and international indexes, instead it focuses on benchmarks that seek to identify securities paying significant dividends out to shareholders. On the fixed income side of the equation, exposure is tilted away from securities paying minimal yields; as such, the bond exposure may be slightly more risky than average and more tilted towards longer-term securities.

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