RTGs:
Basic Short-term Aggress
Objective
The Basic Short-Term Aggressive folio was developed for Folio Basic Plan investors seeking higher capital appreciation with higher volatility while still having a short-term time horizon (within the next 4 years) and a small number of securities.
Strategy
The Basic Short-Term Aggressive folio consists of ETFs selected to provide a diversified asset allocation for the designated risk tolerance and time frame.
Asset allocation is a diversification strategy to better enable risk management. In general, a portfolio that holds different asset classes—such as bonds, domestic, and international stocks—can help reduce the volatility of returns, since asset classes tend not to move in tandem.
Last Updated:
Inception Date:
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Year-to-Date | N/A |
One-Year | N/A |
Three-Year (Annualized) | N/A |
Five-Year (Annualized) | N/A |
Since Inception | N/A |
Volatility | N/A |
Note: Tickers and weights for RTG Folios are only available when logged in.
Steps to Create This Folio
- We gathered data examining multiple exchange-traded funds (ETFs) according to market capitalization, the diversity of the fund’s holdings, volatility, and expense ratios as well as quarterly, annual, and lifetime returns.
- From this list, we applied a capital asset theory designed to achieve broad asset allocation and diversification for the folio.
- We then weighted each ETF in the folio based on the risk factor and time horizon targeted for this folio.
Number of Securities
There are generally 5 securities in the folio.
Update Frequency
Quarterly.
If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.